Whittier Trust Co. of Nevada Inc. Reduces Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Whittier Trust Co. of Nevada Inc. reduced its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 67.2% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 7,613 shares of the company’s stock after selling 15,569 shares during the period. Whittier Trust Co. of Nevada Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $738,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Braun Bostich & Associates Inc. boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 4.5% in the 4th quarter. Braun Bostich & Associates Inc. now owns 2,533 shares of the company’s stock worth $245,000 after buying an additional 109 shares during the last quarter. Vestia Personal Wealth Advisors boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 5.1% in the 4th quarter. Vestia Personal Wealth Advisors now owns 2,493 shares of the company’s stock worth $242,000 after buying an additional 121 shares during the last quarter. Mount Yale Investment Advisors LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.5% in the 4th quarter. Mount Yale Investment Advisors LLC now owns 8,246 shares of the company’s stock worth $799,000 after buying an additional 122 shares during the last quarter. Cadent Capital Advisors LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 6.0% in the 4th quarter. Cadent Capital Advisors LLC now owns 2,172 shares of the company’s stock worth $210,000 after buying an additional 123 shares during the last quarter. Finally, Summit Financial Strategies Inc. boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 2.0% in the 4th quarter. Summit Financial Strategies Inc. now owns 6,185 shares of the company’s stock worth $599,000 after buying an additional 123 shares during the last quarter. 83.63% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

AGG stock opened at $98.74 on Friday. The stock’s fifty day moving average price is $97.80 and its 200-day moving average price is $98.53. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $94.85 and a 1 year high of $102.04. The company has a market cap of $125.40 billion, a P/E ratio of 125.34 and a beta of 0.22.

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.