Wealthspire Retirement LLC Sells 277,773 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Wealthspire Retirement LLC lowered its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 39.6% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 423,670 shares of the company’s stock after selling 277,773 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up about 2.5% of Wealthspire Retirement LLC’s holdings, making the stock its 5th biggest holding. Wealthspire Retirement LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $42,058,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Blueline Advisors LLC acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth $25,000. Cresta Advisors Ltd. acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at $25,000. Valley National Advisers Inc. raised its stake in iShares Core U.S. Aggregate Bond ETF by 339.0% in the fourth quarter. Valley National Advisers Inc. now owns 259 shares of the company’s stock valued at $25,000 after buying an additional 200 shares in the last quarter. First Command Advisory Services Inc. raised its stake in iShares Core U.S. Aggregate Bond ETF by 321.2% in the fourth quarter. First Command Advisory Services Inc. now owns 278 shares of the company’s stock valued at $28,000 after buying an additional 212 shares in the last quarter. Finally, Wiser Advisor Group LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF during the 3rd quarter worth about $29,000. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

NYSEARCA:AGG opened at $97.58 on Thursday. The stock has a 50-day simple moving average of $98.49 and a 200-day simple moving average of $99.35. The stock has a market cap of $137.75 billion, a P/E ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $97.51 and a 1 year high of $101.46.

iShares Core U.S. Aggregate Bond ETF 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.