Evergreen Advisors LLC Sells 3,765 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Evergreen Advisors LLC lowered its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 27.9% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 9,742 shares of the company’s stock after selling 3,765 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up approximately 0.3% of Evergreen Advisors LLC’s investment portfolio, making the stock its 11th biggest holding. Evergreen Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $944,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. Bradley & Co. Private Wealth Management LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at approximately $25,000. Kozak & Associates Inc. bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at approximately $26,000. Newbridge Financial Services Group Inc. bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at approximately $33,000. Bank of Jackson Hole Trust bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at approximately $35,000. Finally, Stonebridge Financial Group LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at approximately $43,000. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

iShares Core U.S. Aggregate Bond ETF stock opened at $99.25 on Friday. The company has a 50 day moving average price of $97.23 and a 200-day moving average price of $98.73. 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 company has a market capitalization of $125.06 billion, a PE ratio of 125.24 and a beta of 0.20.

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.