iShares Core U.S. Aggregate Bond ETF $AGG Stock Position Trimmed by Exencial Wealth Advisors LLC

Exencial Wealth Advisors LLC trimmed its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 6.0% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 111,357 shares of the company’s stock after selling 7,086 shares during the quarter. Exencial Wealth Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $11,047,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Briaud Financial Planning Inc bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 1st quarter worth about $25,000. MTM Investment Management LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 1st quarter worth about $37,000. AlphaCore Capital LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 1st quarter worth about $40,000. Atlas Capital Advisors Inc. raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 66.7% during the 1st quarter. Atlas Capital Advisors Inc. now owns 500 shares of the company’s stock worth $49,000 after buying an additional 200 shares in the last quarter. Finally, MJT & Associates Financial Advisory Group Inc. bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 1st quarter worth about $56,000. 83.63% of the stock is currently owned by institutional investors.

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

AGG stock opened at $101.23 on Wednesday. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $95.74 and a 52 week high of $101.35. The company has a market capitalization of $134.74 billion, a price-to-earnings ratio of 124.57 and a beta of 0.12. The firm’s 50-day moving average is $100.02 and its two-hundred day moving average is $98.77.

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.