Bartlett & CO. Wealth Management LLC Sells 15,476 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Bartlett & CO. Wealth Management LLC lowered its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 7.7% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 185,122 shares of the company’s stock after selling 15,476 shares during the quarter. Bartlett & CO. Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $17,938,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. Wagner Wealth Management LLC raised its holdings in iShares Core U.S. Aggregate Bond ETF by 30,500.0% in the 3rd quarter. Wagner Wealth Management LLC now owns 306 shares of the company’s stock valued at $31,000 after acquiring an additional 305 shares in the last quarter. Drucker Wealth 3.0 LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 6.3% in the third quarter. Drucker Wealth 3.0 LLC now owns 5,724 shares of the company’s stock worth $580,000 after purchasing an additional 340 shares during the period. World Investment Advisors LLC raised its stake in iShares Core U.S. Aggregate Bond ETF by 1,845.5% in the third quarter. World Investment Advisors LLC now owns 320,965 shares of the company’s stock valued at $32,037,000 after purchasing an additional 304,467 shares in the last quarter. Heritage Wealth Management Inc. bought a new stake in iShares Core U.S. Aggregate Bond ETF during the second quarter worth about $2,097,000. Finally, High Net Worth Advisory Group LLC grew its stake in iShares Core U.S. Aggregate Bond ETF by 10.6% during the third quarter. High Net Worth Advisory Group LLC now owns 135,381 shares of the company’s stock worth $13,710,000 after buying an additional 12,947 shares in the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA:AGG opened at $97.01 on Thursday. The firm has a 50 day moving average of $97.54 and a 200-day moving average of $98.92. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $94.85 and a 12 month high of $102.04.

About iShares Core U.S. Aggregate Bond ETF

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.