Forza Wealth Management LLC Cuts Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Forza Wealth Management LLC decreased its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 1.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 11,587 shares of the company’s stock after selling 142 shares during the period. Forza Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,123,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Kades & Cheifetz LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth $5,059,000. Accelerate Investment Advisors LLC increased its stake in iShares Core U.S. Aggregate Bond ETF by 7.6% during the 4th quarter. Accelerate Investment Advisors LLC now owns 113,705 shares of the company’s stock worth $11,018,000 after buying an additional 8,052 shares during the period. Cadent Capital Advisors LLC increased its stake in iShares Core U.S. Aggregate Bond ETF by 6.0% during the 4th quarter. Cadent Capital Advisors LLC now owns 2,172 shares of the company’s stock worth $210,000 after buying an additional 123 shares during the period. Salem Investment Counselors Inc. increased its stake in iShares Core U.S. Aggregate Bond ETF by 6.3% during the 4th quarter. Salem Investment Counselors Inc. now owns 30,929 shares of the company’s stock worth $2,997,000 after buying an additional 1,838 shares during the period. Finally, New Capital Management LP increased its stake in iShares Core U.S. Aggregate Bond ETF by 0.5% during the 4th quarter. New Capital Management LP now owns 132,214 shares of the company’s stock worth $12,811,000 after buying an additional 683 shares during the period. Hedge funds and other institutional investors 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 traded down $0.11 during midday trading on Monday, hitting $95.83. 4,114,784 shares of the stock were exchanged, compared to its average volume of 7,193,319. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $94.85 and a 1 year high of $102.04. The company has a 50 day moving average price of $97.75 and a two-hundred day moving average price of $98.94.

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.