iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Stake Trimmed by Archvest Wealth Advisors Inc.

Archvest Wealth Advisors Inc. cut its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 36.6% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 249,629 shares of the company’s stock after selling 144,244 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up about 17.5% of Archvest Wealth Advisors Inc.’s holdings, making the stock its largest holding. Archvest Wealth Advisors Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $24,189,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Watts Gwilliam & Co. LLC acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the third quarter valued at $906,000. Hudson Capital Management LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 9.7% during the 3rd quarter. Hudson Capital Management LLC now owns 261,533 shares of the company’s stock worth $26,485,000 after purchasing an additional 23,224 shares during the last quarter. Worth Asset Management LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF by 113.7% in the third quarter. Worth Asset Management LLC now owns 9,568 shares of the company’s stock valued at $969,000 after buying an additional 5,091 shares during the last quarter. JGP Wealth Management LLC raised its stake in iShares Core U.S. Aggregate Bond ETF by 20.8% in the third quarter. JGP Wealth Management LLC now owns 12,860 shares of the company’s stock valued at $1,302,000 after buying an additional 2,213 shares in the last quarter. Finally, Pine Haven Investment Counsel Inc purchased a new stake in iShares Core U.S. Aggregate Bond ETF during the 3rd quarter worth about $207,000. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA AGG opened at $97.46 on Friday. The stock’s 50-day simple moving average is $97.38 and its 200-day simple moving average is $98.85. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $94.85 and a fifty-two week high of $102.04.

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.