Warner Financial Inc. Cuts Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Warner Financial Inc. decreased its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 5.2% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,562 shares of the company’s stock after selling 357 shares during the quarter. Warner Financial Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $636,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in AGG. Mesirow Financial Investment Management Inc. raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 0.8% in the 3rd quarter. Mesirow Financial Investment Management Inc. now owns 12,674 shares of the company’s stock valued at $1,283,000 after purchasing an additional 104 shares during the last quarter. Howe & Rusling Inc. grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 2.4% during the third quarter. Howe & Rusling Inc. now owns 4,414 shares of the company’s stock valued at $447,000 after buying an additional 105 shares during the last quarter. Cornerstone Wealth Management LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 2.1% in the 3rd quarter. Cornerstone Wealth Management LLC now owns 5,196 shares of the company’s stock valued at $526,000 after acquiring an additional 109 shares during the period. Braun Bostich & Associates Inc. raised its stake in 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 acquiring an additional 109 shares during the last quarter. Finally, Heritage Wealth Management Inc. CA lifted its position in iShares Core U.S. Aggregate Bond ETF by 0.7% during the 3rd quarter. Heritage Wealth Management Inc. CA now owns 17,410 shares of the company’s stock worth $1,763,000 after acquiring an additional 116 shares during the period. 83.63% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of AGG stock opened at $97.55 on Tuesday. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $94.85 and a fifty-two week high of $102.04. The stock’s 50-day simple moving average is $97.50 and its 200-day simple moving average is $98.90.

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.