iShares Core U.S. Aggregate Bond ETF $AGG Shares Sold by Opes Wealth Management LLC

Opes Wealth Management LLC reduced its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 93.6% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 6,602 shares of the company’s stock after selling 95,957 shares during the quarter. Opes Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $659,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in AGG. Valley National Advisers Inc. grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 339.0% in the fourth quarter. Valley National Advisers Inc. now owns 259 shares of the company’s stock valued at $25,000 after purchasing an additional 200 shares during the last quarter. North Ridge Wealth Advisors Inc. acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the second quarter valued at approximately $29,000. Wiser Advisor Group LLC acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the third quarter valued at approximately $29,000. Collier Financial acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the third quarter valued at approximately $31,000. Finally, JCIC Asset Management Inc. acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the third quarter valued at approximately $32,000. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Price Performance

AGG stock opened at $99.10 on Friday. The company’s 50 day simple moving average is $99.68 and its 200-day simple moving average is $100.09. The firm has a market capitalization of $135.44 billion, a PE ratio of 124.57 and a beta of 0.27. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $96.66 and a 12 month high of $101.46.

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.