Wealthcare Advisory Partners LLC Lowers Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Wealthcare Advisory Partners LLC lowered its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 5.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 334,026 shares of the company’s stock after selling 19,161 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up approximately 0.9% of Wealthcare Advisory Partners LLC’s portfolio, making the stock its 20th largest position. Wealthcare Advisory Partners LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $32,367,000 at the end of the most recent quarter.

Other large investors have also recently made changes to their positions in the company. Ironwood Wealth Management LLC. lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 5.2% in the 2nd quarter. Ironwood Wealth Management LLC. now owns 53,307 shares of the company’s stock worth $5,174,000 after purchasing an additional 2,624 shares during the period. Hsbc Holdings PLC raised its holdings in iShares Core U.S. Aggregate Bond ETF by 17.3% in the 2nd quarter. Hsbc Holdings PLC now owns 1,536,135 shares of the company’s stock worth $149,113,000 after purchasing an additional 226,346 shares during the period. MRP Capital Investments LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the second quarter worth about $686,000. Concorde Asset Management LLC purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 2nd quarter valued at about $246,000. Finally, XTX Topco Ltd purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 2nd quarter valued at about $579,000. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

NYSEARCA AGG opened at $96.92 on Friday. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $94.85 and a 12 month high of $102.04. The company’s 50 day moving average is $97.64 and its two-hundred day moving average is $98.90.

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.