iShares Core U.S. Aggregate Bond ETF $AGG Shares Sold by Evolve Private Wealth LLC

Evolve Private Wealth LLC lowered its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 2.0% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 433,617 shares of the company’s stock after selling 8,633 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises about 2.3% of Evolve Private Wealth LLC’s holdings, making the stock its 6th largest position. Evolve Private Wealth LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $43,045,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also recently added to or reduced their stakes in AGG. NBC Securities Inc. lifted its position in iShares Core U.S. Aggregate Bond ETF by 30.1% in the fourth quarter. NBC Securities Inc. now owns 59,388 shares of the company’s stock valued at $5,932,000 after purchasing an additional 13,724 shares during the period. Curated Wealth Partners LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at approximately $3,913,000. CPR Investments Inc. increased its position in iShares Core U.S. Aggregate Bond ETF by 205.1% during the 4th 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 period. Bright Financial Advisors Inc. increased its position in iShares Core U.S. Aggregate Bond ETF by 7.1% during the 3rd quarter. Bright Financial Advisors Inc. now owns 353,529 shares of the company’s stock worth $35,441,000 after purchasing an additional 23,511 shares during the period. Finally, Capital Asset Advisory Services LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 8.7% in the 4th quarter. Capital Asset Advisory Services LLC now owns 1,772,568 shares of the company’s stock valued at $177,292,000 after buying an additional 141,584 shares during the period. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

iShares Core U.S. Aggregate Bond ETF stock opened at $98.90 on Monday. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $97.51 and a 1-year high of $101.46. The company has a market cap of $135.13 billion, a PE ratio of 124.57 and a beta of 0.25. The stock’s 50 day moving average price is $98.90 and its 200 day moving average price is $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.