iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Stock Position Reduced by Retirement Capital Strategies

Retirement Capital Strategies lessened its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 57.9% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 71,689 shares of the company’s stock after selling 98,699 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises 2.6% of Retirement Capital Strategies’ portfolio, making the stock its 12th largest position. Retirement Capital Strategies’ holdings in iShares Core U.S. Aggregate Bond ETF were worth $6,947,000 at the end of the most recent quarter.

Other large investors also recently bought and sold shares of the company. Mesirow Financial Investment Management Inc. grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 0.8% during the third quarter. Mesirow Financial Investment Management Inc. now owns 12,674 shares of the company’s stock valued at $1,283,000 after buying an additional 104 shares in the last quarter. Howe & Rusling Inc. grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 2.4% during the third quarter. Howe & Rusling Inc. now owns 4,414 shares of the company’s stock valued at $447,000 after buying an additional 105 shares in the last quarter. Braun Bostich & Associates Inc. grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 4.5% during the fourth quarter. Braun Bostich & Associates Inc. now owns 2,533 shares of the company’s stock valued at $245,000 after buying an additional 109 shares in the last quarter. Vestia Personal Wealth Advisors grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 5.1% during the fourth quarter. Vestia Personal Wealth Advisors now owns 2,493 shares of the company’s stock valued at $242,000 after buying an additional 121 shares in the last quarter. Finally, Mount Yale Investment Advisors LLC grew its stake in iShares Core U.S. Aggregate Bond ETF by 1.5% in the fourth quarter. Mount Yale Investment Advisors LLC now owns 8,246 shares of the company’s stock valued at $799,000 after purchasing an additional 122 shares in the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA AGG opened at $98.82 on Tuesday. The business’s 50-day moving average price is $97.46 and its two-hundred day moving average price is $98.64. iShares Core U.S. Aggregate Bond ETF has a one year low of $94.85 and a one year high of $102.04. The company has a market capitalization of $124.51 billion, a P/E ratio of 125.24 and a beta of 0.20.

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.