Waverly Advisors LLC Decreases Stake in iShares Core U.S. Aggregate Bond ETF $AGG

Waverly Advisors LLC lowered its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 4.9% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 191,712 shares of the company’s stock after selling 9,879 shares during the quarter. Waverly Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $19,031,000 at the end of the most recent quarter.

A number of other institutional investors have also recently made changes to their positions in AGG. Valley National Advisers Inc. raised its holdings in iShares Core U.S. Aggregate Bond ETF by 339.0% during the 4th quarter. Valley National Advisers Inc. now owns 259 shares of the company’s stock valued at $25,000 after buying an additional 200 shares during the last quarter. Cresta Advisors Ltd. purchased a new stake in iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at $25,000. Blueline Advisors LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth $25,000. First Command Advisory Services Inc. grew its holdings in iShares Core U.S. Aggregate Bond ETF by 321.2% in the 4th quarter. First Command Advisory Services Inc. now owns 278 shares of the company’s stock worth $28,000 after acquiring an additional 212 shares during the last quarter. Finally, Wiser Advisor Group LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF in the 3rd quarter worth $29,000. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA:AGG opened at $97.46 on Monday. The company has a market cap of $137.58 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. The company has a 50-day moving average price of $98.45 and a 200-day moving average price of $99.32. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $97.27 and a 12 month 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.