Tandem Wealth Advisors LLC Sells 24,422 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Tandem Wealth Advisors LLC trimmed its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 6.6% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 343,924 shares of the company’s stock after selling 24,422 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for 15.2% of Tandem Wealth Advisors LLC’s investment portfolio, making the stock its largest holding. Tandem Wealth Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $34,141,000 at the end of the most recent quarter.

Other hedge funds have also bought and sold shares of the company. Bank of America Corp DE raised its holdings in iShares Core U.S. Aggregate Bond ETF by 16.0% during the fourth 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 during the last quarter. Raymond James Financial Inc. grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 7.0% during 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 during the last quarter. Northern Trust Corp grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 25.1% during 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 during the last quarter. Mercer Global Advisors Inc. ADV increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 9.1% during the fourth quarter. Mercer Global Advisors Inc. ADV now owns 36,259,568 shares of the company’s stock worth $3,621,605,000 after acquiring an additional 3,032,433 shares in the last quarter. Finally, Constellation Investments Inc. increased its position in shares of 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 in the last quarter. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

AGG opened at $98.20 on Friday. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $97.51 and a fifty-two week high of $101.46. The firm has a market capitalization of $138.63 billion, a PE ratio of 124.57 and a beta of 0.25. The company’s 50-day moving average is $98.55 and its 200 day moving average is $99.40.

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.