Accel Wealth Management Sells 136 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Accel Wealth Management lessened its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 0.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 27,079 shares of the company’s stock after selling 136 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up approximately 1.0% of Accel Wealth Management’s investment portfolio, making the stock its 21st largest position. Accel Wealth Management’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $2,624,000 at the end of the most recent quarter.

Other hedge funds have also added to or reduced their stakes in the company. Pflug Koory LLC raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 467.6% during the fourth quarter. Pflug Koory LLC now owns 840 shares of the company’s stock valued at $81,000 after acquiring an additional 692 shares during the last quarter. Atlas Private Wealth Advisors increased its holdings in iShares Core U.S. Aggregate Bond ETF by 119.2% in the fourth quarter. Atlas Private Wealth Advisors now owns 22,987 shares of the company’s stock valued at $2,228,000 after purchasing an additional 12,502 shares during the period. Goelzer Investment Management Inc. bought a new position in iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth $315,000. Hillcrest Wealth Advisors NY LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 33.3% during the 4th quarter. Hillcrest Wealth Advisors NY LLC now owns 81,964 shares of the company’s stock worth $7,942,000 after buying an additional 20,484 shares during the period. Finally, Liquid Strategies LLC grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 6.3% in the 4th quarter. Liquid Strategies LLC now owns 527,711 shares of the company’s stock valued at $51,135,000 after buying an additional 31,241 shares during the last quarter. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of AGG stock opened at $97.01 on Friday. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $94.85 and a 1-year high of $102.04. The stock has a 50-day moving average of $97.51 and a 200-day moving average of $98.89.

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.