iShares Core U.S. Aggregate Bond ETF $AGG Shares Sold by Factor Wealth Management LTD

Factor Wealth Management LTD reduced its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 34.2% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 11,280 shares of the company’s stock after selling 5,874 shares during the period. Factor Wealth Management LTD’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,120,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also recently added to or reduced their stakes in the company. Valley National Advisers Inc. grew its position in iShares Core U.S. Aggregate Bond ETF by 339.0% during the fourth quarter. Valley National Advisers Inc. now owns 259 shares of the company’s stock valued at $25,000 after buying an additional 200 shares during the period. Cresta Advisors Ltd. acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter worth about $25,000. Blueline Advisors LLC purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth about $25,000. First Command Advisory Services Inc. boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 321.2% during the 4th quarter. First Command Advisory Services Inc. now owns 278 shares of the company’s stock worth $28,000 after acquiring an additional 212 shares in the last quarter. Finally, Wiser Advisor Group LLC acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 3rd quarter valued at about $29,000. 83.63% of the stock is owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA:AGG opened at $99.19 on Thursday. The business’s 50 day moving average price is $98.86 and its 200-day moving average price is $99.58. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $97.51 and a 1 year high of $101.46. The firm has a market capitalization of $135.52 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25.

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.