EverSource Wealth Advisors LLC Has $295,000 Stock Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

EverSource Wealth Advisors LLC trimmed its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 87.7% during the third quarter, HoldingsChannel reports. The firm owned 2,941 shares of the company’s stock after selling 21,021 shares during the quarter. EverSource Wealth Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $295,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in the company. Cary Street Partners Investment Advisory LLC raised its stake in iShares Core U.S. Aggregate Bond ETF by 30.6% during the 3rd quarter. Cary Street Partners Investment Advisory LLC now owns 6,267 shares of the company’s stock worth $628,000 after buying an additional 1,468 shares during the period. Acima Private Wealth LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 15.7% during the third quarter. Acima Private Wealth LLC now owns 78,560 shares of the company’s stock worth $7,876,000 after acquiring an additional 10,653 shares in the last quarter. Verus Capital Partners LLC grew its stake in iShares Core U.S. Aggregate Bond ETF by 3.5% in the third quarter. Verus Capital Partners LLC now owns 6,058 shares of the company’s stock valued at $607,000 after acquiring an additional 205 shares during the period. Arbor Trust Wealth Advisors LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 6.5% during the third quarter. Arbor Trust Wealth Advisors LLC now owns 43,550 shares of the company’s stock worth $4,366,000 after purchasing an additional 2,665 shares during the period. Finally, Aries Wealth Management lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 2.6% during the 3rd quarter. Aries Wealth Management now owns 22,035 shares of the company’s stock valued at $2,209,000 after purchasing an additional 550 shares in the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of AGG opened at $101.40 on Monday. The stock has a 50 day simple moving average of $100.27 and a 200 day simple moving average of $100.22. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $96.15 and a 52-week high of $101.46. The firm has a market capitalization of $140.13 billion, a PE ratio of 124.57 and a beta of 0.25.

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.