iShares Core U.S. Aggregate Bond ETF $AGG Shares Sold by Capital Asset Advisory Services LLC

Capital Asset Advisory Services LLC decreased its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 8.7% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,617,571 shares of the company’s stock after selling 154,997 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises about 5.8% of Capital Asset Advisory Services LLC’s holdings, making the stock its 3rd largest holding. Capital Asset Advisory Services LLC owned about 0.12% of iShares Core U.S. Aggregate Bond ETF worth $161,498,000 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 stock. NBC Securities Inc. raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 30.1% during the fourth quarter. NBC Securities Inc. now owns 59,388 shares of the company’s stock valued at $5,932,000 after acquiring an additional 13,724 shares during the last quarter. Curated Wealth Partners LLC acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth $3,913,000. CPR Investments Inc. grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 205.1% in the fourth quarter. CPR Investments Inc. now owns 53,934 shares of the company’s stock worth $5,387,000 after purchasing an additional 36,256 shares during the last quarter. Clearstead Advisors LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 22.2% in the fourth quarter. Clearstead Advisors LLC now owns 217,140 shares of the company’s stock worth $21,688,000 after purchasing an additional 39,415 shares during the last quarter. Finally, AK Global Asset Management LLC acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at $1,808,000. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Down 0.5%

NYSEARCA AGG opened at $98.50 on Thursday. The company has a market capitalization of $138.21 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $97.51 and a twelve month high of $101.46. The stock has a fifty day simple moving average of $98.80 and a 200 day simple moving average of $99.55.

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.