iShares Core U.S. Aggregate Bond ETF $AGG Shares Sold by Walker Financial Services Inc.

Walker Financial Services Inc. lessened its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 19.9% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 60,429 shares of the company’s stock after selling 15,015 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up approximately 1.7% of Walker Financial Services Inc.’s portfolio, making the stock its 14th biggest position. Walker Financial Services Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $5,713,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently made changes to their positions in AGG. Oppenheimer & Co. Inc. purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF in the third quarter valued at about $5,695,000. Center for Financial Planning Inc. boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 3.7% during the third quarter. Center for Financial Planning Inc. now owns 1,123,795 shares of the company’s stock worth $106,244,000 after purchasing an additional 39,959 shares during the period. Park Avenue Securities LLC purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the third quarter worth about $75,424,000. Segment Wealth Management LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the third quarter worth about $324,000. Finally, Verdence Capital Advisors LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 3.2% in the third quarter. Verdence Capital Advisors LLC now owns 398,926 shares of the company’s stock worth $37,714,000 after purchasing an additional 12,458 shares during the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA:AGG opened at $96.09 on Wednesday. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $93.83 and a 1 year high of $101.46. The company has a market cap of $139.51 billion, a PE ratio of 124.57 and a beta of 0.26. The stock’s 50-day moving average is $95.93 and its 200 day moving average is $98.32.

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.