Interactive Financial Advisors Inc. Has $10.47 Million Stake in iShares Core U.S. Aggregate Bond ETF $AGG

Interactive Financial Advisors Inc. trimmed its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 14.0% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 104,866 shares of the company’s stock after selling 17,034 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises about 6.8% of Interactive Financial Advisors Inc.’s portfolio, making the stock its 3rd biggest position. Interactive Financial Advisors Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $10,474,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in AGG. Valley National Advisers Inc. increased its holdings in iShares Core U.S. Aggregate Bond ETF by 339.0% in the fourth quarter. Valley National Advisers Inc. now owns 259 shares of the company’s stock worth $25,000 after purchasing an additional 200 shares in the last quarter. Cresta Advisors Ltd. bought a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth approximately $25,000. Wiser Advisor Group LLC bought a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 3rd quarter worth approximately $29,000. North Ridge Wealth Advisors Inc. acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 2nd quarter worth approximately $29,000. Finally, Collier Financial bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 3rd quarter valued at $31,000. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

iShares Core U.S. Aggregate Bond ETF stock opened at $98.44 on Monday. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $97.08 and a 12-month high of $101.46. The firm’s fifty day moving average is $99.09 and its 200 day moving average is $99.84. The company has a market capitalization of $134.50 billion, a PE ratio of 124.57 and a beta of 0.26.

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.