iShares Core U.S. Aggregate Bond ETF $AGG Shares Sold by Stratos Wealth Advisors LLC

Stratos Wealth Advisors LLC reduced its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 63.3% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 66,086 shares of the company’s stock after selling 114,140 shares during the period. Stratos Wealth Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $6,601,000 as of its most recent SEC filing.

A number of other institutional investors also recently added to or reduced their stakes in AGG. Wiser Advisor Group LLC acquired a new position in iShares Core U.S. Aggregate Bond ETF during the 3rd quarter worth approximately $29,000. North Ridge Wealth Advisors Inc. acquired a new position in iShares Core U.S. Aggregate Bond ETF during the second quarter worth $29,000. Collier Financial purchased a new position in iShares Core U.S. Aggregate Bond ETF in the third quarter worth $31,000. JCIC Asset Management Inc. purchased a new position in iShares Core U.S. Aggregate Bond ETF in the third quarter worth $32,000. Finally, Moisand Fitzgerald Tamayo LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 78.0% in the fourth quarter. Moisand Fitzgerald Tamayo LLC now owns 331 shares of the company’s stock valued at $33,000 after acquiring an additional 145 shares during the period. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA AGG opened at $99.23 on Friday. The firm has a market capitalization of $137.14 billion, a P/E ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a one year low of $96.15 and a one year high of $101.46. The company’s fifty day moving average is $100.01 and its two-hundred day moving average is $100.19.

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.