iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Stake Lessened by Realta Investment Advisors

Realta Investment Advisors decreased its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 32.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 13,166 shares of the company’s stock after selling 6,322 shares during the period. Realta Investment Advisors’ holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,275,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in AGG. Kozak & Associates Inc. bought a new stake in iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth approximately $26,000. ST Germain D J Co. Inc. lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 1,020.0% during the 3rd quarter. ST Germain D J Co. Inc. now owns 280 shares of the company’s stock valued at $28,000 after acquiring an additional 255 shares during the last quarter. Wagner Wealth Management LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 30,500.0% during 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 during the last quarter. Bank of New Hampshire boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 71.7% during the 4th quarter. Bank of New Hampshire now owns 455 shares of the company’s stock worth $44,000 after acquiring an additional 190 shares in the last quarter. Finally, Concord Wealth Partners grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 110.3% in the 3rd quarter. Concord Wealth Partners now owns 511 shares of the company’s stock worth $52,000 after acquiring an additional 268 shares during the last quarter. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Stock Down 0.1 %

Shares of NYSEARCA AGG opened at $97.77 on Friday. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $94.85 and a 12 month high of $102.04. The business has a fifty day simple moving average of $97.38 and a 200-day simple moving average of $98.85.

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.