Joel Adams & Associates Inc. Has $18.19 Million Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Joel Adams & Associates Inc. reduced its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 5.8% during the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 183,207 shares of the company’s stock after selling 11,307 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up approximately 13.5% of Joel Adams & Associates Inc.’s holdings, making the stock its 2nd biggest holding. Joel Adams & Associates Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $18,187,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in AGG. Blueline Advisors LLC acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth $25,000. Cresta Advisors Ltd. acquired a new position in iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth $25,000. Valley National Advisers Inc. boosted its stake in iShares Core U.S. Aggregate Bond ETF by 339.0% in the 4th quarter. Valley National Advisers Inc. now owns 259 shares of the company’s stock worth $25,000 after purchasing an additional 200 shares during the period. First Command Advisory Services Inc. boosted its stake 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 purchasing an additional 212 shares during the period. Finally, Wiser Advisor Group LLC bought a new position in iShares Core U.S. Aggregate Bond ETF during the 3rd quarter worth about $29,000. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

AGG opened at $99.19 on Thursday. The business’s 50-day moving average price is $98.86 and its two-hundred day moving average price is $99.58. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $97.51 and a 1 year high of $101.46. The company has a market capitalization of $135.52 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25.

iShares Core U.S. Aggregate Bond ETF Company 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.