Peterson Wealth Services Cuts Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Peterson Wealth Services trimmed its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 11.3% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 4,417 shares of the company’s stock after selling 563 shares during the period. Peterson Wealth Services’ holdings in iShares Core U.S. Aggregate Bond ETF were worth $433,000 as of its most recent SEC filing.

Other hedge funds have also recently made changes to their positions in the company. Auour Investments LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 7.9% in the 1st quarter. Auour Investments LLC now owns 19,211 shares of the company’s stock worth $1,882,000 after purchasing an additional 1,414 shares during the last quarter. VAUGHAN & Co SECURITIES INC. raised its holdings in iShares Core U.S. Aggregate Bond ETF by 31.7% in the first quarter. VAUGHAN & Co SECURITIES INC. now owns 6,486 shares of the company’s stock worth $635,000 after buying an additional 1,563 shares during the last quarter. CWS Financial Advisors LLC purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the first quarter valued at approximately $214,000. Blue Trust Inc. grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 2.2% during the first quarter. Blue Trust Inc. now owns 2,145,431 shares of the company’s stock valued at $210,124,000 after buying an additional 45,773 shares during the last quarter. Finally, Source Financial Advisors LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 35.6% during the first quarter. Source Financial Advisors LLC now owns 52,922 shares of the company’s stock valued at $5,183,000 after acquiring an additional 13,881 shares in the last quarter. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

AGG stock traded up $0.49 during midday trading on Friday, hitting $97.58. The company’s stock had a trading volume of 3,490,062 shares, compared to its average volume of 5,866,435. The firm’s 50-day moving average is $96.83 and its 200-day moving average is $97.33. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $91.58 and a 12 month high of $99.70.

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.