Old Port Advisors Lowers Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Old Port Advisors reduced its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 27.6% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 4,439 shares of the company’s stock after selling 1,689 shares during the quarter. Old Port Advisors’ holdings in iShares Core U.S. Aggregate Bond ETF were worth $435,000 at the end of the most recent quarter.

Several other large investors have also recently modified their holdings of AGG. Venturi Wealth Management LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter worth about $133,000. Leavell Investment Management Inc. raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 50.0% during the fourth quarter. Leavell Investment Management Inc. now owns 31,968 shares of the company’s stock valued at $3,173,000 after acquiring an additional 10,662 shares in the last quarter. Advisory Alpha LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF by 13.7% in the fourth quarter. Advisory Alpha LLC now owns 5,265 shares of the company’s stock worth $523,000 after acquiring an additional 634 shares during the period. Clear Creek Financial Management LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF by 4.9% in the fourth quarter. Clear Creek Financial Management LLC now owns 5,975 shares of the company’s stock worth $593,000 after acquiring an additional 280 shares during the period. Finally, Autumn Glory Partners LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the fourth quarter worth $287,000. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

AGG stock traded up $1.11 on Friday, reaching $100.33. The company’s stock had a trading volume of 9,397,607 shares, compared to its average volume of 7,211,661. The business has a fifty day simple moving average of $97.61 and a two-hundred day simple moving average of $97.24. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $91.58 and a 12-month high of $100.37.

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.