World Investment Advisors Reduces Stake in iShares Core U.S. Aggregate Bond ETF $AGG

World Investment Advisors cut its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 9.9% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 263,360 shares of the company’s stock after selling 28,802 shares during the quarter. World Investment Advisors’ holdings in iShares Core U.S. Aggregate Bond ETF were worth $26,144,000 as of its most recent SEC filing.

Other institutional investors have also modified their holdings of the company. Kampmann Melissa S. grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1.0% in the fourth quarter. Kampmann Melissa S. now owns 10,508 shares of the company’s stock valued at $1,051,000 after purchasing an additional 100 shares during the period. Verus Wealth Management LLC raised its stake in iShares Core U.S. Aggregate Bond ETF by 1.3% during the first quarter. Verus Wealth Management LLC now owns 8,057 shares of the company’s stock worth $800,000 after purchasing an additional 106 shares during the period. Stephens Consulting LLC raised its stake in iShares Core U.S. Aggregate Bond ETF by 9.4% during the fourth quarter. Stephens Consulting LLC now owns 1,288 shares of the company’s stock worth $129,000 after purchasing an additional 111 shares during the period. Hoge Financial Services LLC raised its stake in iShares Core U.S. Aggregate Bond ETF by 1.3% during the fourth quarter. Hoge Financial Services LLC now owns 8,521 shares of the company’s stock worth $851,000 after purchasing an additional 111 shares during the period. Finally, Retirement Planning Group LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 1.7% in the 4th quarter. Retirement Planning Group LLC now owns 6,640 shares of the company’s stock valued at $663,000 after purchasing an additional 114 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 Price Performance

iShares Core U.S. Aggregate Bond ETF stock opened at $98.61 on Friday. The firm has a 50 day simple moving average of $98.76 and a 200-day simple moving average of $99.53. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $97.51 and a 1-year high of $101.46. The stock has a market cap of $138.36 billion, a price-to-earnings 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.