Hirtle Callaghan & Co LLC lowered its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 38.3% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 105,465 shares of the company’s stock after selling 65,378 shares during the period. Hirtle Callaghan & Co LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $10,220,000 at the end of the most recent reporting period.
Several other large investors have also added to or reduced their stakes in the stock. Braun Bostich & Associates Inc. lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 4.5% in the 4th quarter. Braun Bostich & Associates Inc. now owns 2,533 shares of the company’s stock worth $245,000 after purchasing an additional 109 shares in the last quarter. Vestia Personal Wealth Advisors raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 5.1% during the 4th quarter. Vestia Personal Wealth Advisors now owns 2,493 shares of the company’s stock worth $242,000 after acquiring an additional 121 shares in the last quarter. Mount Yale Investment Advisors LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1.5% during the 4th quarter. Mount Yale Investment Advisors LLC now owns 8,246 shares of the company’s stock worth $799,000 after acquiring an additional 122 shares in the last quarter. Cadent Capital Advisors LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 6.0% during the 4th quarter. Cadent Capital Advisors LLC now owns 2,172 shares of the company’s stock worth $210,000 after acquiring an additional 123 shares in the last quarter. Finally, Summit Financial Strategies Inc. raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 2.0% during the 4th quarter. Summit Financial Strategies Inc. now owns 6,185 shares of the company’s stock worth $599,000 after acquiring an additional 123 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 AGG opened at $98.74 on Monday. The stock has a market capitalization of $125.40 billion, a price-to-earnings ratio of 125.34 and a beta of 0.22. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $94.85 and a 1 year high of $102.04. The business’s 50 day simple moving average is $97.80 and its 200-day simple moving average is $98.51.
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.
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