iShares Core U.S. Aggregate Bond ETF $AGG Stock Holdings Cut by Atlas Private Wealth Advisors

Atlas Private Wealth Advisors cut its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 37.9% during the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 80,436 shares of the company’s stock after selling 49,129 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for 2.0% of Atlas Private Wealth Advisors’ portfolio, making the stock its 20th largest position. Atlas Private Wealth Advisors’ holdings in iShares Core U.S. Aggregate Bond ETF were worth $8,064,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently modified their holdings of AGG. McKinley Carter Wealth Services Inc. boosted its stake in iShares Core U.S. Aggregate Bond ETF by 0.6% during the third quarter. McKinley Carter Wealth Services Inc. now owns 647,528 shares of the company’s stock valued at $64,915,000 after buying an additional 4,020 shares in the last quarter. Welch & Forbes LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 17.4% in the 3rd quarter. Welch & Forbes LLC now owns 17,821 shares of the company’s stock valued at $1,787,000 after acquiring an additional 2,643 shares during the last quarter. Bryn Mawr Trust Advisors LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 24.1% in the 3rd quarter. Bryn Mawr Trust Advisors LLC now owns 71,625 shares of the company’s stock valued at $7,180,000 after acquiring an additional 13,890 shares during the last quarter. High Note Wealth LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 5.6% during the 3rd quarter. High Note Wealth LLC now owns 114,851 shares of the company’s stock valued at $11,514,000 after purchasing an additional 6,056 shares in the last quarter. Finally, Arrien Investments Inc. grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 5.5% in the 3rd quarter. Arrien Investments Inc. now owns 67,788 shares of the company’s stock worth $6,796,000 after purchasing an additional 3,522 shares during the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

NYSEARCA AGG opened at $100.13 on Friday. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $96.15 and a 12 month high of $101.35. The company has a market capitalization of $138.26 billion, a P/E ratio of 124.57 and a beta of 0.25. The company’s 50 day simple moving average is $100.13 and its 200 day simple moving average is $99.92.

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.