Cascade Financial Partners LLC Trims Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Cascade Financial Partners LLC trimmed its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 12.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 18,176 shares of the company’s stock after selling 2,468 shares during the quarter. Cascade Financial Partners LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,761,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently modified their holdings of the business. Howe & Rusling Inc. raised its position in iShares Core U.S. Aggregate Bond ETF by 2.4% in the third quarter. Howe & Rusling Inc. now owns 4,414 shares of the company’s stock valued at $447,000 after purchasing an additional 105 shares during the period. Braun Bostich & Associates Inc. raised its position in iShares Core U.S. Aggregate Bond ETF by 4.5% in the fourth quarter. Braun Bostich & Associates Inc. now owns 2,533 shares of the company’s stock valued at $245,000 after purchasing an additional 109 shares during the period. Vestia Personal Wealth Advisors raised its position in iShares Core U.S. Aggregate Bond ETF by 5.1% in the fourth quarter. Vestia Personal Wealth Advisors now owns 2,493 shares of the company’s stock valued at $242,000 after purchasing an additional 121 shares during the period. Mount Yale Investment Advisors LLC raised its position in iShares Core U.S. Aggregate Bond ETF by 1.5% in the fourth quarter. Mount Yale Investment Advisors LLC now owns 8,246 shares of the company’s stock valued at $799,000 after purchasing an additional 122 shares during the period. Finally, Cadent Capital Advisors LLC raised its position in iShares Core U.S. Aggregate Bond ETF by 6.0% in the fourth quarter. Cadent Capital Advisors LLC now owns 2,172 shares of the company’s stock valued at $210,000 after purchasing an additional 123 shares during the period. 83.63% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Down 0.4 %

Shares of NYSEARCA AGG opened at $98.47 on Wednesday. The firm has a market cap of $124.07 billion, a price-to-earnings ratio of 125.24 and a beta of 0.20. 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’s 50 day moving average is $97.49 and its two-hundred day moving average is $98.62.

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.