Clearwater Capital Advisors LLC Reduces Stake in iShares Core U.S. Aggregate Bond ETF $AGG

Clearwater Capital Advisors LLC lessened its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 7.8% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 97,252 shares of the company’s stock after selling 8,253 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for approximately 0.8% of Clearwater Capital Advisors LLC’s portfolio, making the stock its 27th biggest position. Clearwater Capital Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $9,654,000 at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in AGG. Valley National Advisers Inc. lifted its position in iShares Core U.S. Aggregate Bond ETF by 339.0% in the fourth quarter. Valley National Advisers Inc. now owns 259 shares of the company’s stock valued at $25,000 after buying an additional 200 shares during the last quarter. Cresta Advisors Ltd. acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at about $25,000. Blueline Advisors LLC purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at approximately $25,000. First Command Advisory Services Inc. lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 321.2% in the 4th quarter. First Command Advisory Services Inc. now owns 278 shares of the company’s stock worth $28,000 after acquiring an additional 212 shares during the last quarter. Finally, Wiser Advisor Group LLC acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 3rd quarter worth approximately $29,000. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Stock Performance

NYSEARCA:AGG opened at $97.58 on Thursday. The stock has a market capitalization of $137.75 billion, a P/E ratio of 124.57 and a beta of 0.25. The company has a 50 day moving average price of $98.49 and a 200 day moving average price of $99.35. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $97.51 and a fifty-two week high of $101.46.

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.