iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Sold by Fermata Advisors LLC

Fermata Advisors LLC lessened its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 32.7% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. 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.

A number of other large investors have also modified their holdings of AGG. Omega Financial Group LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 18.8% in the fourth quarter. Omega Financial Group LLC now owns 160,259 shares of the company’s stock worth $15,529,000 after buying an additional 25,322 shares in the last quarter. JGP Wealth Management LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF by 65.4% in the 4th quarter. JGP Wealth Management LLC now owns 21,267 shares of the company’s stock worth $2,061,000 after purchasing an additional 8,407 shares in the last quarter. Ritholtz Wealth Management boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 3.5% during the 4th quarter. Ritholtz Wealth Management now owns 917,718 shares of the company’s stock worth $88,927,000 after purchasing an additional 30,710 shares during the last quarter. SignalPoint Asset Management LLC grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 94.0% in the fourth quarter. SignalPoint Asset Management LLC now owns 3,944 shares of the company’s stock valued at $382,000 after purchasing an additional 1,911 shares in the last quarter. Finally, Freestate Advisors LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 5.5% in the fourth quarter. Freestate Advisors LLC now owns 88,822 shares of the company’s stock valued at $8,607,000 after purchasing an additional 4,642 shares during the last quarter. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

NYSEARCA AGG opened at $96.92 on Friday. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $94.85 and a fifty-two week high of $102.04. The stock’s fifty day moving average is $97.64 and its two-hundred day moving average is $98.90.

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.