Roger Wittlin Investment Advisory LLC Has $479,000 Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Roger Wittlin Investment Advisory LLC trimmed its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 44.8% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 4,942 shares of the company’s stock after selling 4,016 shares during the quarter. Roger Wittlin Investment Advisory LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $479,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also made changes to their positions in the company. Braun Bostich & Associates Inc. boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 4.5% in the 4th 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 in the last quarter. Vestia Personal Wealth Advisors lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 5.1% during the 4th 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 last quarter. Mount Yale Investment Advisors LLC boosted 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 buying an additional 122 shares in the last quarter. Cadent Capital Advisors LLC grew its stake in iShares Core U.S. Aggregate Bond ETF by 6.0% during the fourth quarter. Cadent Capital Advisors LLC now owns 2,172 shares of the company’s stock worth $210,000 after buying an additional 123 shares during the last quarter. Finally, Summit Financial Strategies Inc. increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 2.0% during the fourth quarter. Summit Financial Strategies Inc. now owns 6,185 shares of the company’s stock worth $599,000 after buying an additional 123 shares in the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of AGG opened at $98.85 on Thursday. The business’s 50 day simple moving average is $98.11 and its 200-day simple moving average is $98.37. iShares Core U.S. Aggregate Bond ETF has a one year low of $94.85 and a one year high of $102.04. The company has a market capitalization of $125.54 billion, a P/E ratio of 126.17 and a beta of 0.24.

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.