Vestmark Advisory Solutions Inc. Cuts Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Vestmark Advisory Solutions Inc. decreased its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 48.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 526,958 shares of the company’s stock after selling 487,052 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up approximately 0.7% of Vestmark Advisory Solutions Inc.’s investment portfolio, making the stock its 19th biggest position. Vestmark Advisory Solutions Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $52,633,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in AGG. Echo45 Advisors LLC bought a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at about $281,000. Kingdom Financial Group LLC. bought a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at about $1,190,000. Signature Estate & Investment Advisors LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 17.4% in the 4th quarter. Signature Estate & Investment Advisors LLC now owns 3,977 shares of the company’s stock valued at $397,000 after acquiring an additional 590 shares during the last quarter. Curat Global LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 302.9% in the 4th quarter. Curat Global LLC now owns 11,466 shares of the company’s stock valued at $1,145,000 after acquiring an additional 8,620 shares during the last quarter. Finally, BOK Financial Private Wealth Inc. lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 2.5% in the 4th quarter. BOK Financial Private Wealth Inc. now owns 21,121 shares of the company’s stock valued at $2,110,000 after acquiring an additional 511 shares during the last quarter. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.1%

Shares of NYSEARCA:AGG opened at $98.34 on Friday. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $96.66 and a 12 month high of $101.46. The company has a 50-day moving average price of $99.11 and a 200 day moving average price of $99.85. The company has a market cap of $134.36 billion, a price-to-earnings ratio of 124.57 and a beta of 0.26.

About iShares Core U.S. Aggregate Bond ETF

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.