BlueSky Wealth Advisors LLC Decreases Stock Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

BlueSky Wealth Advisors LLC reduced its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 59.2% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 29,545 shares of the company’s stock after selling 42,955 shares during the period. BlueSky Wealth Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $2,933,000 as of its most recent SEC filing.

Other large investors have also made changes to their positions in the company. Founders Financial Securities LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 4.7% in the first quarter. Founders Financial Securities LLC now owns 289,486 shares of the company’s stock valued at $28,801,000 after purchasing an additional 12,909 shares during the last quarter. Uhlmann Price Securities LLC purchased a new position in iShares Core U.S. Aggregate Bond ETF during the first quarter worth approximately $2,462,000. Diversified Trust Co boosted its stake in iShares Core U.S. Aggregate Bond ETF by 2.4% during the first quarter. Diversified Trust Co now owns 240,736 shares of the company’s stock worth $23,898,000 after buying an additional 5,537 shares during the last quarter. Aventus Investment Advisors Inc. boosted its stake in iShares Core U.S. Aggregate Bond ETF by 2.7% during the first quarter. Aventus Investment Advisors Inc. now owns 93,900 shares of the company’s stock worth $9,321,000 after buying an additional 2,438 shares during the last quarter. Finally, Nations Financial Group Inc. IA ADV grew its holdings in iShares Core U.S. Aggregate Bond ETF by 4.4% in the 1st quarter. Nations Financial Group Inc. IA ADV now owns 19,594 shares of the company’s stock valued at $1,945,000 after buying an additional 823 shares in the last quarter. 83.63% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA:AGG opened at $98.90 on Friday. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $97.51 and a 52-week high of $101.46. The stock has a market cap of $135.13 billion, a P/E ratio of 124.57 and a beta of 0.25. The business has a fifty day moving average of $98.90 and a two-hundred day moving average of $99.61.

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.