iShares Core U.S. Aggregate Bond ETF $AGG Stake Lowered by RFG Advisory LLC

RFG Advisory LLC trimmed its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 26.6% in the 1st quarter, Holdings Channel.com reports. The fund owned 75,246 shares of the company’s stock after selling 27,218 shares during the quarter. RFG Advisory LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $7,470,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also modified their holdings of the company. Kampmann Melissa S. grew its stake in iShares Core U.S. Aggregate Bond ETF by 1.0% in the fourth quarter. Kampmann Melissa S. now owns 10,508 shares of the company’s stock valued at $1,051,000 after purchasing an additional 100 shares in the last quarter. Stephens Consulting LLC raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 9.4% during the 4th quarter. Stephens Consulting LLC now owns 1,288 shares of the company’s stock worth $129,000 after purchasing an additional 111 shares in the last quarter. Hoge Financial Services LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1.3% during the 4th quarter. Hoge Financial Services LLC now owns 8,521 shares of the company’s stock valued at $851,000 after buying an additional 111 shares during the last quarter. Aprio Wealth Management LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1.0% during the 3rd quarter. Aprio Wealth Management LLC now owns 10,975 shares of the company’s stock valued at $1,100,000 after buying an additional 114 shares during the last quarter. Finally, Retirement Planning Group LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1.7% during the 4th quarter. Retirement Planning Group LLC now owns 6,640 shares of the company’s stock valued at $663,000 after buying an additional 114 shares during the last quarter. 83.63% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA AGG opened at $99.19 on Thursday. The business has a 50 day simple moving average of $98.86 and a 200 day simple moving average of $99.58. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $97.51 and a 52 week high of $101.46. The stock has a market cap of $135.52 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25.

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.