Foundations Investment Advisors LLC Decreases Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Foundations Investment Advisors LLC trimmed its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 46.1% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 21,296 shares of the company’s stock after selling 18,213 shares during the period. Foundations Investment Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $2,127,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of AGG. Kampmann Melissa S. raised its position in iShares Core U.S. Aggregate Bond ETF by 1.0% in the 4th quarter. Kampmann Melissa S. now owns 10,508 shares of the company’s stock worth $1,051,000 after purchasing an additional 100 shares during the period. Rothschild Investment LLC raised its position in iShares Core U.S. Aggregate Bond ETF by 4.4% in the 3rd quarter. Rothschild Investment LLC now owns 2,441 shares of the company’s stock worth $245,000 after purchasing an additional 102 shares during the period. Woodside Wealth Management LLC raised its position in iShares Core U.S. Aggregate Bond ETF by 1.7% in the 3rd quarter. Woodside Wealth Management LLC now owns 6,241 shares of the company’s stock worth $626,000 after purchasing an additional 104 shares during the period. Stephens Consulting LLC raised its position in iShares Core U.S. Aggregate Bond ETF by 9.4% in the 4th quarter. Stephens Consulting LLC now owns 1,288 shares of the company’s stock worth $129,000 after purchasing an additional 111 shares during the period. Finally, Hoge Financial Services LLC raised its position in iShares Core U.S. Aggregate Bond ETF by 1.3% in the 4th quarter. Hoge Financial Services LLC now owns 8,521 shares of the company’s stock worth $851,000 after purchasing an additional 111 shares during the period. 83.63% of the stock is owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.1%

Shares of NYSEARCA:AGG opened at $99.06 on Friday. The company’s fifty day moving average is $99.02 and its 200 day moving average is $99.80. The stock has a market cap of $135.35 billion, a PE ratio of 124.57 and a beta of 0.26. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $97.23 and a 52 week high of $101.46.

iShares Core U.S. Aggregate Bond ETF 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.