Spectrum Investment Advisors Inc. Has $221,000 Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Spectrum Investment Advisors Inc. trimmed its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 95.3% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,282 shares of the company’s stock after selling 46,355 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for 0.1% of Spectrum Investment Advisors Inc.’s holdings, making the stock its 26th biggest holding. Spectrum Investment Advisors Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $221,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in the company. Golden State Wealth Management LLC acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at approximately $23,379,000. Fairvoy Private Wealth LLC bought a new position in iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth $12,479,000. Ameliora Wealth Management Ltd. raised its holdings in iShares Core U.S. Aggregate Bond ETF by 0.3% in the 4th quarter. Ameliora Wealth Management Ltd. now owns 215,660 shares of the company’s stock valued at $20,897,000 after acquiring an additional 692 shares in the last quarter. Strategic Financial Concepts LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 10,269.4% during the 4th quarter. Strategic Financial Concepts LLC now owns 1,686,785 shares of the company’s stock valued at $163,449,000 after acquiring an additional 1,670,518 shares during the period. Finally, Brickley Wealth Management grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 21.4% during the 4th quarter. Brickley Wealth Management now owns 3,059 shares of the company’s stock worth $296,000 after purchasing an additional 539 shares in the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Down 0.3 %

AGG stock opened at $97.46 on Friday. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $94.85 and a 52 week high of $102.04. The business has a 50-day simple moving average of $97.38 and a 200 day simple moving average of $98.85.

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.