Wealthspire Advisors LLC Reduces Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Wealthspire Advisors LLC trimmed its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 2.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 271,896 shares of the company’s stock after selling 6,564 shares during the period. Wealthspire Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $26,347,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of AGG. Greenleaf Trust purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 3rd quarter worth about $202,000. Mount Yale Investment Advisors LLC lifted its position in iShares Core U.S. Aggregate Bond ETF by 71.3% during the 3rd quarter. Mount Yale Investment Advisors LLC now owns 8,124 shares of the company’s stock valued at $823,000 after acquiring an additional 3,381 shares during the period. BayBridge Capital Group LLC lifted its position in iShares Core U.S. Aggregate Bond ETF by 7.4% during the 3rd quarter. BayBridge Capital Group LLC now owns 231,029 shares of the company’s stock valued at $23,396,000 after acquiring an additional 15,897 shares during the period. O Brien Wealth Partners LLC purchased a new position in iShares Core U.S. Aggregate Bond ETF during the 3rd quarter valued at about $202,000. Finally, Capital Management Associates Inc lifted its position in iShares Core U.S. Aggregate Bond ETF by 91.9% during the 3rd quarter. Capital Management Associates Inc now owns 20,783 shares of the company’s stock valued at $2,105,000 after acquiring an additional 9,951 shares during the period. 83.63% of the stock is owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA AGG opened at $98.02 on Friday. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $94.85 and a 1 year high of $102.04. The firm has a 50-day moving average of $97.08 and a 200 day moving average of $98.75.

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.