Beaumont Financial Advisors LLC Sells 2,334 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Beaumont Financial Advisors LLC reduced its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 32.4% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 4,859 shares of the company’s stock after selling 2,334 shares during the quarter. Beaumont Financial Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $482,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also modified their holdings of the company. Mosaic Advisors LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 116.2% during the 3rd quarter. Mosaic Advisors LLC now owns 25,640 shares of the company’s stock worth $2,411,000 after buying an additional 13,778 shares during the last quarter. Your Advocates Ltd. LLP raised its position in iShares Core U.S. Aggregate Bond ETF by 51.1% in the third quarter. Your Advocates Ltd. LLP now owns 5,660 shares of the company’s stock valued at $532,000 after purchasing an additional 1,914 shares during the last quarter. FinTrust Capital Advisors LLC raised its position in iShares Core U.S. Aggregate Bond ETF by 516.3% in the third quarter. FinTrust Capital Advisors LLC now owns 9,318 shares of the company’s stock valued at $876,000 after purchasing an additional 7,806 shares during the last quarter. J.W. Cole Advisors Inc. raised its position in iShares Core U.S. Aggregate Bond ETF by 23.6% in the third quarter. J.W. Cole Advisors Inc. now owns 65,488 shares of the company’s stock valued at $6,159,000 after purchasing an additional 12,518 shares during the last quarter. Finally, Kozak & Associates Inc. bought a new position in iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at about $35,000. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.1 %

iShares Core U.S. Aggregate Bond ETF stock opened at $95.39 on Friday. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $91.58 and a 12 month high of $100.42. The stock has a 50-day moving average price of $97.08 and a two-hundred day moving average price of $96.55.

About iShares Core U.S. Aggregate Bond ETF

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.