Coldstream Capital Management Inc. Reduces Position in iShares Core U.S. Aggregate Bond ETF $AGG

Coldstream Capital Management Inc. lessened its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 1.1% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 1,274,200 shares of the company’s stock after selling 14,691 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises 1.6% of Coldstream Capital Management Inc.’s investment portfolio, making the stock its 17th biggest holding. Coldstream Capital Management Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $127,267,000 at the end of the most recent quarter.

A number of other hedge funds have also recently added to or reduced their stakes in AGG. Brighton Jones LLC grew its stake in iShares Core U.S. Aggregate Bond ETF by 238.0% during the 4th quarter. Brighton Jones LLC now owns 9,984 shares of the company’s stock worth $967,000 after buying an additional 7,030 shares during the last quarter. Revolve Wealth Partners LLC grew its stake in iShares Core U.S. Aggregate Bond ETF by 50.0% during the 4th quarter. Revolve Wealth Partners LLC now owns 9,127 shares of the company’s stock worth $884,000 after buying an additional 3,044 shares during the last quarter. Russell Investments Group Ltd. purchased a new position in iShares Core U.S. Aggregate Bond ETF during the 2nd quarter worth approximately $111,000. Ieq Capital LLC grew its stake in iShares Core U.S. Aggregate Bond ETF by 9.9% during the 2nd quarter. Ieq Capital LLC now owns 47,381 shares of the company’s stock worth $4,700,000 after buying an additional 4,269 shares during the last quarter. Finally, Quantinno Capital Management LP grew its stake in iShares Core U.S. Aggregate Bond ETF by 7.6% during the 2nd quarter. Quantinno Capital Management LP now owns 13,419 shares of the company’s stock worth $1,331,000 after buying an additional 943 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 Stock Up 0.1%

NYSEARCA:AGG opened at $98.44 on Friday. The stock’s 50 day moving average price is $99.09 and its 200 day moving average price is $99.84. The company has a market capitalization of $134.50 billion, a PE ratio of 124.57 and a beta of 0.26. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $97.08 and a 52-week high of $101.46.

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.