Yoder Wealth Management Inc. Sells 445 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Yoder Wealth Management Inc. lowered its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 16.6% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 2,238 shares of the company’s stock after selling 445 shares during the period. Yoder Wealth Management Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $222,000 at the end of the most recent reporting period.

Several other large investors also recently modified their holdings of the company. Long Run Wealth Advisors LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 0.5% in the fourth quarter. Long Run Wealth Advisors LLC now owns 20,150 shares of the company’s stock worth $2,000,000 after acquiring an additional 105 shares during the period. Carmichael Hill & Associates Inc. grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 6.6% in the fourth quarter. Carmichael Hill & Associates Inc. now owns 1,697 shares of the company’s stock worth $168,000 after acquiring an additional 105 shares during the period. Brickley Wealth Management grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 4.4% in the third quarter. Brickley Wealth Management now owns 2,623 shares of the company’s stock worth $247,000 after acquiring an additional 110 shares during the period. O Connor Financial Group LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 4.4% in the fourth quarter. O Connor Financial Group LLC now owns 2,676 shares of the company’s stock worth $266,000 after acquiring an additional 112 shares during the period. Finally, RKL Wealth Management LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF by 0.3% during the third quarter. RKL Wealth Management LLC now owns 45,871 shares of the company’s stock valued at $4,314,000 after purchasing an additional 116 shares during the period. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

NYSEARCA:AGG traded up $0.21 during mid-day trading on Friday, hitting $95.33. 8,442,514 shares of the company traded hands, compared to its average volume of 9,904,551. The stock’s fifty day moving average price is $96.89 and its 200-day moving average price is $96.63. iShares Core U.S. Aggregate Bond ETF has a one year low of $91.58 and a one year high of $100.42.

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.