iShares Core U.S. Aggregate Bond ETF $AGG Shares Sold by Conservest Capital Advisors Inc.

Conservest Capital Advisors Inc. cut its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 27.9% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 45,388 shares of the company’s stock after selling 17,546 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises approximately 0.4% of Conservest Capital Advisors Inc.’s investment portfolio, making the stock its 24th biggest holding. Conservest Capital Advisors Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $4,503,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Ndwm LLC lifted its position in iShares Core U.S. Aggregate Bond ETF by 6.0% during the second quarter. Ndwm LLC now owns 28,494 shares of the company’s stock valued at $2,827,000 after purchasing an additional 1,612 shares during the period. Brighton Jones LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 57.7% in the second quarter. Brighton Jones LLC now owns 8,463 shares of the company’s stock worth $840,000 after acquiring an additional 3,095 shares during the period. Leavell Investment Management Inc. raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 3.2% in the second quarter. Leavell Investment Management Inc. now owns 23,872 shares of the company’s stock worth $2,368,000 after acquiring an additional 739 shares during the period. CVA Family Office LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 13.0% in the second quarter. CVA Family Office LLC now owns 105,264 shares of the company’s stock worth $10,442,000 after acquiring an additional 12,123 shares during the period. Finally, Insight Wealth Partners LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 47.0% in the second quarter. Insight Wealth Partners LLC now owns 4,215 shares of the company’s stock worth $418,000 after acquiring an additional 1,347 shares during the period. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $101.14 on Friday. The firm has a 50-day simple moving average of $100.14 and a two-hundred day simple moving average of $98.84. The company has a market cap of $135.75 billion, a P/E ratio of 124.57 and a beta of 0.12. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $95.74 and a fifty-two week high of $101.35.

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.