Fermata Advisors LLC trimmed its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 32.7% in the 4th quarter, HoldingsChannel reports. The fund owned 18,880 shares of the company’s stock after selling 9,180 shares during the quarter. Fermata Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,829,000 at the end of the most recent quarter.
Several other hedge funds and other institutional investors also recently added to or reduced their stakes in AGG. Mesirow Financial Investment Management Inc. increased its holdings in iShares Core U.S. Aggregate Bond ETF by 0.8% in the 3rd quarter. Mesirow Financial Investment Management Inc. now owns 12,674 shares of the company’s stock valued at $1,283,000 after purchasing an additional 104 shares during the last quarter. Evergreen Capital Management LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 0.6% in the second quarter. Evergreen Capital Management LLC now owns 16,518 shares of the company’s stock valued at $1,603,000 after buying an additional 105 shares in the last quarter. Howe & Rusling Inc. raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 2.4% in the 3rd quarter. Howe & Rusling Inc. now owns 4,414 shares of the company’s stock valued at $447,000 after buying an additional 105 shares during the period. Cornerstone Wealth Management LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF by 2.1% during the 3rd quarter. Cornerstone Wealth Management LLC now owns 5,196 shares of the company’s stock worth $526,000 after acquiring an additional 109 shares in the last quarter. Finally, Heritage Wealth Management Inc. CA boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 0.7% during the 3rd quarter. Heritage Wealth Management Inc. CA now owns 17,410 shares of the company’s stock valued at $1,763,000 after acquiring an additional 116 shares during the period. Institutional investors and hedge funds own 83.63% of the company’s stock.
iShares Core U.S. Aggregate Bond ETF Trading Up 0.2 %
Shares of NYSEARCA:AGG opened at $96.92 on Friday. The firm’s 50-day moving average is $97.64 and its two-hundred day moving average is $98.90. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $94.85 and a 1 year high of $102.04.
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.
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