Evermay Wealth Management LLC Has $1.69 Million Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Evermay Wealth Management LLC cut its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 22.0% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 17,408 shares of the company’s stock after selling 4,924 shares during the quarter. Evermay Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,687,000 as of its most recent SEC filing.

A number of other large investors have also bought and sold shares of the business. Kozak & Associates Inc. bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth $26,000. ST Germain D J Co. Inc. increased its holdings in iShares Core U.S. Aggregate Bond ETF by 1,020.0% during the 3rd quarter. ST Germain D J Co. Inc. now owns 280 shares of the company’s stock worth $28,000 after purchasing an additional 255 shares in the last quarter. Wagner Wealth Management LLC raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 30,500.0% in the 3rd quarter. Wagner Wealth Management LLC now owns 306 shares of the company’s stock valued at $31,000 after purchasing an additional 305 shares during the period. Bank of New Hampshire lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 71.7% in the fourth quarter. Bank of New Hampshire now owns 455 shares of the company’s stock valued at $44,000 after purchasing an additional 190 shares in the last quarter. Finally, Concord Wealth Partners boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 110.3% during the third quarter. Concord Wealth Partners now owns 511 shares of the company’s stock worth $52,000 after buying an additional 268 shares during the period. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $97.40 on Friday. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $94.85 and a 52-week high of $102.04. The business’s 50 day simple moving average is $97.47 and its 200 day simple moving average is $98.87.

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.