iShares Core U.S. Aggregate Bond ETF $AGG Shares Sold by Walker Financial Services Inc.

Walker Financial Services Inc. lowered its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 20.9% in the fourth quarter, HoldingsChannel reports. The fund owned 124,458 shares of the company’s stock after selling 32,897 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for about 4.5% of Walker Financial Services Inc.’s portfolio, making the stock its 8th largest position. Walker Financial Services Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $12,431,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. Cultivar Capital Inc. increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 3.3% during the third quarter. Cultivar Capital Inc. now owns 239,111 shares of the company’s stock worth $23,971,000 after purchasing an additional 7,750 shares in the last quarter. Ellenbecker Investment Group increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 8.5% during the third quarter. Ellenbecker Investment Group now owns 648,841 shares of the company’s stock worth $65,046,000 after purchasing an additional 50,564 shares in the last quarter. CX Institutional increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 205.4% during the third quarter. CX Institutional now owns 157,491 shares of the company’s stock worth $15,788,000 after purchasing an additional 105,924 shares in the last quarter. Fulton Breakefield Broenniman LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.9% during the third quarter. Fulton Breakefield Broenniman LLC now owns 384,827 shares of the company’s stock worth $38,579,000 after purchasing an additional 7,345 shares in the last quarter. Finally, CVA Family Office LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 8.2% during the third quarter. CVA Family Office LLC now owns 113,857 shares of the company’s stock worth $11,414,000 after purchasing an additional 8,593 shares in the last quarter. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Down 0.4%

AGG stock opened at $99.47 on Wednesday. The stock has a market capitalization of $135.86 billion, a P/E ratio of 124.57 and a beta of 0.27. The firm has a 50-day simple moving average of $99.88 and a 200-day simple moving average of $100.12. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $96.66 and a 52 week high of $101.46.

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.