Petix & Botte Co Decreases Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Petix & Botte Co reduced its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 5.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 3,702 shares of the company’s stock after selling 229 shares during the period. Petix & Botte Co’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $367,000 at the end of the most recent reporting period.

Other institutional investors have also modified their holdings of the company. Mosaic Advisors LLC lifted its position in iShares Core U.S. Aggregate Bond ETF by 116.2% in the third quarter. Mosaic Advisors LLC now owns 25,640 shares of the company’s stock valued at $2,411,000 after acquiring an additional 13,778 shares during the last quarter. Truist Financial Corp lifted its position in iShares Core U.S. Aggregate Bond ETF by 15.2% in the fourth quarter. Truist Financial Corp now owns 6,382,581 shares of the company’s stock valued at $633,471,000 after acquiring an additional 840,304 shares during the last quarter. Your Advocates Ltd. LLP lifted its position in iShares Core U.S. Aggregate Bond ETF by 51.1% in the third quarter. Your Advocates Ltd. LLP now owns 5,660 shares of the company’s stock valued at $532,000 after acquiring an additional 1,914 shares during the last quarter. Consolidated Planning Corp purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at $225,000. Finally, JMG Financial Group Ltd. lifted its position in iShares Core U.S. Aggregate Bond ETF by 1.8% in the fourth quarter. JMG Financial Group Ltd. now owns 14,374 shares of the company’s stock valued at $1,427,000 after acquiring an additional 258 shares during the last quarter. 83.63% of the stock is owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA:AGG traded up $0.06 on Monday, reaching $96.25. The company’s stock had a trading volume of 10,155,433 shares, compared to its average volume of 9,274,721. The stock’s 50-day moving average is $96.73 and its two-hundred day moving average is $96.79. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $91.58 and a 52-week high of $100.19.

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.