BCS Wealth Management Sells 114,929 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

BCS Wealth Management lowered its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 46.6% in the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 131,879 shares of the company’s stock after selling 114,929 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for 2.7% of BCS Wealth Management’s investment portfolio, making the stock its 5th largest holding. BCS Wealth Management’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $13,092,000 at the end of the most recent reporting period.

A number of other large investors also recently bought and sold shares of the company. Valley National Advisers Inc. boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 339.0% in the fourth quarter. Valley National Advisers Inc. now owns 259 shares of the company’s stock valued at $25,000 after acquiring an additional 200 shares in the last quarter. Cresta Advisors Ltd. purchased a new position in iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth about $25,000. Blueline Advisors LLC purchased a new position in iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth about $25,000. First Command Advisory Services Inc. raised its holdings in iShares Core U.S. Aggregate Bond ETF by 321.2% during the fourth quarter. First Command Advisory Services Inc. now owns 278 shares of the company’s stock worth $28,000 after purchasing an additional 212 shares in the last quarter. Finally, Wiser Advisor Group LLC acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the third quarter valued at about $29,000. Hedge funds and other institutional investors own 83.63% of the company’s stock.

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

Shares of AGG opened at $98.71 on Wednesday. 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’s 50 day moving average is $98.87 and its two-hundred day moving average is $99.59. The firm has a market capitalization of $134.87 billion, a PE ratio of 124.57 and a beta of 0.25.

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.