iShares Core U.S. Aggregate Bond ETF $AGG Stake Decreased by Vestwell Advisors LLC

Vestwell Advisors LLC lessened its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 90.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 37,873 shares of the company’s stock after selling 370,428 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for about 0.6% of Vestwell Advisors LLC’s investment portfolio, making the stock its 14th biggest holding. Vestwell Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $3,783,000 at the end of the most recent quarter.

A number of other hedge funds also recently made changes to their positions in the business. Potomac Fund Management Inc. ADV raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 9.4% during the fourth quarter. Potomac Fund Management Inc. ADV now owns 9,100 shares of the company’s stock valued at $909,000 after buying an additional 784 shares during the last quarter. PYA Waltman Capital LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth approximately $489,000. Portfolio Resources Advisor Group Inc. bought a new stake in iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth approximately $2,417,000. Retirement Capital Strategies raised its holdings in iShares Core U.S. Aggregate Bond ETF by 7.0% during the fourth quarter. Retirement Capital Strategies now owns 185,897 shares of the company’s stock worth $18,567,000 after purchasing an additional 12,170 shares in the last quarter. Finally, SHUTTLEWORTH & Co raised its holdings in iShares Core U.S. Aggregate Bond ETF by 27.5% during the fourth quarter. SHUTTLEWORTH & Co now owns 12,784 shares of the company’s stock worth $1,277,000 after purchasing an additional 2,760 shares in 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 $98.76 on Monday. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $97.51 and a 12 month high of $101.46. The stock has a market cap of $134.94 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. The stock’s 50 day moving average price is $98.94 and its 200 day moving average price is $99.68.

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.