Prospera Financial Services Inc Decreases Position in iShares Core U.S. Aggregate Bond ETF $AGG

Prospera Financial Services Inc trimmed its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 4.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 145,984 shares of the company’s stock after selling 6,564 shares during the quarter. Prospera Financial Services Inc’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $14,586,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also made changes to their positions in the stock. Kampmann Melissa S. lifted its position in shares of 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 acquiring an additional 100 shares in the last quarter. Rothschild Investment LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 4.4% in the third quarter. Rothschild Investment LLC now owns 2,441 shares of the company’s stock valued at $245,000 after acquiring an additional 102 shares in the last quarter. Woodside Wealth Management LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.7% in the third quarter. Woodside Wealth Management LLC now owns 6,241 shares of the company’s stock valued at $626,000 after acquiring an additional 104 shares in the last quarter. Stephens Consulting LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 9.4% in the fourth quarter. Stephens Consulting LLC now owns 1,288 shares of the company’s stock valued at $129,000 after acquiring an additional 111 shares in the last quarter. Finally, Hoge Financial Services LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.3% in the fourth quarter. Hoge Financial Services LLC now owns 8,521 shares of the company’s stock valued at $851,000 after acquiring an additional 111 shares in 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 Up 0.1%

Shares of NYSEARCA:AGG opened at $98.44 on Friday. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $97.08 and a 52-week high of $101.46. The stock’s fifty day simple moving average is $99.09 and its 200-day simple moving average is $99.84. The company has a market capitalization of $134.50 billion, a P/E ratio of 124.57 and a beta of 0.26.

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.