Valeo Financial Advisors LLC Reduces Stock Position in iShares Core U.S. Aggregate Bond ETF $AGG

Valeo Financial Advisors LLC trimmed its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 14.3% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 57,658 shares of the company’s stock after selling 9,653 shares during the period. Valeo Financial Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $5,707,000 at the end of the most recent reporting period.

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 4th quarter. Kampmann Melissa S. now owns 10,508 shares of the company’s stock worth $1,051,000 after acquiring an additional 100 shares during the period. Verus Wealth Management LLC raised its holdings 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 last quarter. Childress Capital Advisors LLC boosted its position in iShares Core U.S. Aggregate Bond ETF by 1.0% during the first quarter. Childress Capital Advisors LLC now owns 10,646 shares of the company’s stock worth $1,057,000 after purchasing an additional 107 shares in the last quarter. Hoge Financial Services LLC boosted its position 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 in the last quarter. Finally, Retirement Planning Group LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF by 1.7% in the fourth 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 Stock Up 0.2%

Shares of AGG stock opened at $97.60 on Friday. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $97.12 and a fifty-two week high of $101.46. The stock has a market cap of $137.72 billion, a P/E ratio of 124.57 and a beta of 0.25. The business has a fifty day simple moving average of $98.28 and a 200-day simple moving average of $99.14.

About iShares Core U.S. Aggregate Bond ETF

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.