Cliftonlarsonallen Wealth Advisors LLC Cuts Stock Position in iShares Core U.S. Aggregate Bond ETF $AGG

Cliftonlarsonallen Wealth Advisors LLC lessened its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 4.7% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 129,356 shares of the company’s stock after selling 6,363 shares during the quarter. Cliftonlarsonallen Wealth Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $12,968,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Cultivar Capital Inc. lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 3.3% during the 3rd quarter. Cultivar Capital Inc. now owns 239,111 shares of the company’s stock worth $23,971,000 after buying an additional 7,750 shares in the last quarter. Intergy Private Wealth LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 4.5% in the third quarter. Intergy Private Wealth LLC now owns 37,495 shares of the company’s stock worth $3,759,000 after acquiring an additional 1,600 shares in the last quarter. CJM Wealth Advisers Ltd. increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 156.5% during the third quarter. CJM Wealth Advisers Ltd. now owns 7,616 shares of the company’s stock worth $763,000 after acquiring an additional 4,647 shares during the period. Juncture Wealth Strategies LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 0.5% during the third quarter. Juncture Wealth Strategies LLC now owns 81,069 shares of the company’s stock worth $8,127,000 after acquiring an additional 392 shares during the period. Finally, Berger Financial Group Inc raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 0.9% in the third quarter. Berger Financial Group Inc now owns 216,341 shares of the company’s stock valued at $21,688,000 after acquiring an additional 2,027 shares in the last quarter. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Down 0.0%

NYSEARCA:AGG opened at $99.80 on Tuesday. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $95.74 and a 12-month high of $101.35. The firm has a market cap of $134.30 billion, a PE ratio of 124.57 and a beta of 0.25. The stock has a fifty day moving average price of $100.42 and a 200 day moving average price of $99.58.

iShares Core U.S. Aggregate Bond ETF Company Profile

IShares are index funds that are bought and sold like common stocks on national securities exchanges as well as certain foreign exchanges. iShares are attractive because of their relatively low cost, tax efficiency and trading flexibility. Investors can purchase and sell shares through any brokerage firm, financial advisor, or online broker, and hold the funds in any type of brokerage account.