Waverly Advisors LLC Sells 9,879 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Waverly Advisors LLC decreased its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 4.9% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 191,712 shares of the company’s stock after selling 9,879 shares during the quarter. Waverly Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $19,031,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also added to or reduced their stakes in AGG. Blueline Advisors LLC purchased a new position in iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at $25,000. Cresta Advisors Ltd. bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at about $25,000. Valley National Advisers Inc. boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 339.0% during the 4th quarter. Valley National Advisers Inc. now owns 259 shares of the company’s stock valued at $25,000 after purchasing an additional 200 shares in the last quarter. First Command Advisory Services Inc. increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 321.2% during the fourth quarter. First Command Advisory Services Inc. now owns 278 shares of the company’s stock valued at $28,000 after buying an additional 212 shares during the period. Finally, Wiser Advisor Group LLC purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF during the third quarter valued at about $29,000. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of AGG opened at $97.46 on Monday. iShares Core U.S. Aggregate Bond ETF has a one year low of $97.27 and a one year high of $101.46. The company has a 50-day simple moving average of $98.45 and a two-hundred day simple moving average of $99.32. The firm has a market capitalization of $137.58 billion, a PE ratio of 124.57 and a beta of 0.25.

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.