XML Financial LLC Cuts Stock Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

XML Financial LLC lowered its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 62.2% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 24,010 shares of the company’s stock after selling 39,495 shares during the period. XML Financial LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $2,384,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors also recently added to or reduced their stakes in the company. Bank of America Corp DE raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 16.0% during the 4th quarter. Bank of America Corp DE now owns 53,737,402 shares of the company’s stock worth $5,367,292,000 after buying an additional 7,411,242 shares in the last quarter. Raymond James Financial Inc. boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 7.0% in the fourth quarter. Raymond James Financial Inc. now owns 84,760,819 shares of the company’s stock valued at $8,465,912,000 after buying an additional 5,514,115 shares in the last quarter. Mercer Global Advisors Inc. ADV boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 17.5% in the third quarter. Mercer Global Advisors Inc. ADV now owns 33,227,135 shares of the company’s stock valued at $3,331,020,000 after buying an additional 4,942,715 shares in the last quarter. Northern Trust Corp boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 25.1% in the fourth quarter. Northern Trust Corp now owns 20,705,925 shares of the company’s stock valued at $2,068,108,000 after buying an additional 4,148,106 shares in the last quarter. Finally, Constellation Investments Inc. grew its holdings in iShares Core U.S. Aggregate Bond ETF by 70.2% during the fourth quarter. Constellation Investments Inc. now owns 7,062,919 shares of the company’s stock worth $705,444,000 after acquiring an additional 2,914,000 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

NYSEARCA:AGG opened at $98.90 on Monday. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $97.51 and a 1 year high of $101.46. The stock has a fifty day moving average price of $98.90 and a two-hundred day moving average price of $99.61. The stock has a market capitalization of $135.13 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25.

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.