Exencial Wealth Advisors LLC Lowers Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Exencial Wealth Advisors LLC lessened its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 11.9% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 122,431 shares of the company’s stock after selling 16,472 shares during the quarter. Exencial Wealth Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $11,864,000 at the end of the most recent quarter.

Other hedge funds have also made changes to their positions in the company. Bradley & Co. Private Wealth Management LLC purchased a new position in iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth about $25,000. Kozak & Associates Inc. acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at about $26,000. Newbridge Financial Services Group Inc. purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth about $33,000. Bank of Jackson Hole Trust purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth about $35,000. Finally, Stonebridge Financial Group LLC acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter worth approximately $43,000. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

iShares Core U.S. Aggregate Bond ETF stock opened at $99.16 on Tuesday. The company has a market cap of $124.94 billion, a price-to-earnings ratio of 125.24 and a beta of 0.20. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $94.85 and a 1 year high of $102.04. The firm has a 50 day moving average price of $97.28 and a 200 day moving average price of $98.70.

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.