ERTS Wealth Advisors LLC Has $2.12 Million Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

ERTS Wealth Advisors LLC trimmed its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 10.3% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 21,879 shares of the company’s stock after selling 2,518 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises about 0.4% of ERTS Wealth Advisors LLC’s portfolio, making the stock its 22nd biggest position. ERTS Wealth Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $2,120,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Oliver Lagore Vanvalin Investment Group lifted its stake in iShares Core U.S. Aggregate Bond ETF by 162.9% in the second quarter. Oliver Lagore Vanvalin Investment Group now owns 255 shares of the company’s stock valued at $25,000 after buying an additional 158 shares during the period. Kozak & Associates Inc. acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at $26,000. ST Germain D J Co. Inc. boosted its stake in iShares Core U.S. Aggregate Bond ETF by 1,020.0% during the third quarter. ST Germain D J Co. Inc. now owns 280 shares of the company’s stock worth $28,000 after acquiring an additional 255 shares in the last quarter. Wagner Wealth Management LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF by 30,500.0% in the third quarter. Wagner Wealth Management LLC now owns 306 shares of the company’s stock worth $31,000 after purchasing an additional 305 shares during the period. Finally, Kimelman & Baird LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF in the second quarter valued at $36,000. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.3 %

Shares of NYSEARCA AGG opened at $97.24 on Wednesday. The firm’s 50-day moving average price is $97.54 and its 200-day moving average price is $98.92. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $94.85 and a 1-year high of $102.04.

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.