iShares Core U.S. Aggregate Bond ETF $AGG Shares Sold by XML Financial LLC

XML Financial LLC cut its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 62.2% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 24,010 shares of the company’s stock after selling 39,495 shares during the period. XML Financial LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $2,384,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently modified their holdings of AGG. NBC Securities Inc. grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 30.1% in the fourth quarter. NBC Securities Inc. now owns 59,388 shares of the company’s stock valued at $5,932,000 after purchasing an additional 13,724 shares during the last quarter. Curated Wealth Partners LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at approximately $3,913,000. CPR Investments Inc. lifted its stake in iShares Core U.S. Aggregate Bond ETF by 205.1% in the 4th quarter. CPR Investments Inc. now owns 53,934 shares of the company’s stock valued at $5,387,000 after buying an additional 36,256 shares in the last quarter. Bright Financial Advisors Inc. grew its holdings in iShares Core U.S. Aggregate Bond ETF by 7.1% during the 3rd quarter. Bright Financial Advisors Inc. now owns 353,529 shares of the company’s stock valued at $35,441,000 after buying an additional 23,511 shares during the last quarter. Finally, Capital Asset Advisory Services LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF by 8.7% during the 4th quarter. Capital Asset Advisory Services LLC now owns 1,772,568 shares of the company’s stock valued at $177,292,000 after buying an additional 141,584 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 Performance

iShares Core U.S. Aggregate Bond ETF stock opened at $98.90 on Monday. The stock has a fifty day moving average of $98.90 and a two-hundred day moving average of $99.61. The company has a market capitalization of $135.13 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $97.51 and a fifty-two week high of $101.46.

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.