PFW Advisors LLC Reduces Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

PFW Advisors LLC lessened its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 2.9% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 65,195 shares of the company’s stock after selling 1,918 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for about 2.0% of PFW Advisors LLC’s investment portfolio, making the stock its 10th biggest holding. PFW Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $6,449,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of AGG. Wealth Advisors of Tampa Bay LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 4.9% during the fourth quarter. Wealth Advisors of Tampa Bay LLC now owns 2,397 shares of the company’s stock worth $232,000 after purchasing an additional 112 shares in the last quarter. Retirement Wealth Solutions LLC increased its position in iShares Core U.S. Aggregate Bond ETF by 0.5% during the first quarter. Retirement Wealth Solutions LLC now owns 21,591 shares of the company’s stock worth $2,136,000 after acquiring an additional 116 shares during the period. Apollon Financial LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1.1% during the 4th quarter. Apollon Financial LLC now owns 11,545 shares of the company’s stock valued at $1,119,000 after purchasing an additional 125 shares during the last quarter. D L Carlson Investment Group Inc. boosted its position in iShares Core U.S. Aggregate Bond ETF by 0.3% during the 4th quarter. D L Carlson Investment Group Inc. now owns 39,641 shares of the company’s stock worth $3,841,000 after buying an additional 131 shares during the period. Finally, MorganRosel Wealth Management LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.4% in the 4th quarter. MorganRosel Wealth Management LLC now owns 9,788 shares of the company’s stock worth $948,000 after purchasing an additional 137 shares during the period. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA AGG opened at $97.28 on Friday. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $95.74 and a 1 year high of $102.04. The stock has a market capitalization of $123.55 billion, a P/E ratio of 124.57 and a beta of 0.24. The company has a 50-day moving average price of $97.84 and a 200-day moving average price of $97.82.

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.