Choate Investment Advisors reduced its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 9.9% in the 4th quarter, Holdings Channel reports. The firm owned 10,336 shares of the company’s stock after selling 1,132 shares during the period. Choate Investment Advisors’ holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,002,000 as of its most recent filing with the SEC.
Several other institutional investors and hedge funds have also made changes to their positions in AGG. Diversified Enterprises LLC increased its position in iShares Core U.S. Aggregate Bond ETF by 6.6% during the fourth quarter. Diversified Enterprises LLC now owns 122,104 shares of the company’s stock worth $11,832,000 after buying an additional 7,526 shares during the period. Professional Financial Advisors LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1.3% in the 4th quarter. Professional Financial Advisors LLC now owns 664,736 shares of the company’s stock valued at $64,413,000 after acquiring an additional 8,242 shares during the period. Fairvoy Private Wealth LLC acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at $12,479,000. Kingsview Wealth Management LLC raised its position in iShares Core U.S. Aggregate Bond ETF by 35.9% in the 4th quarter. Kingsview Wealth Management LLC now owns 1,286,651 shares of the company’s stock valued at $124,676,000 after purchasing an additional 339,637 shares during the last quarter. Finally, Drucker Wealth 3.0 LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF by 6.3% during the 3rd quarter. Drucker Wealth 3.0 LLC now owns 5,724 shares of the company’s stock worth $580,000 after purchasing an additional 340 shares during the period. 83.63% of the stock is owned by hedge funds and other institutional investors.
iShares Core U.S. Aggregate Bond ETF Stock Performance
NYSEARCA AGG opened at $98.28 on Monday. The firm’s fifty day moving average is $97.58 and its two-hundred day moving average is $98.57. iShares Core U.S. Aggregate Bond ETF has a one year low of $94.85 and a one year high of $102.04. The firm has a market cap of $124.82 billion, a PE ratio of 125.34 and a beta of 0.22.
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.
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