Orion Portfolio Solutions LLC Trims Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Orion Portfolio Solutions LLC decreased its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 30.8% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 706,375 shares of the company’s stock after selling 314,352 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for 0.7% of Orion Portfolio Solutions LLC’s investment portfolio, making the stock its 20th biggest position. Orion Portfolio Solutions LLC owned approximately 0.06% of iShares Core U.S. Aggregate Bond ETF worth $68,448,000 as of its most recent filing with the SEC.

A number of other institutional investors also recently made changes to their positions in the stock. Braun Bostich & Associates Inc. grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 4.5% during the fourth 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. Vestia Personal Wealth Advisors boosted its stake in iShares Core U.S. Aggregate Bond ETF by 5.1% during the 4th quarter. Vestia Personal Wealth Advisors now owns 2,493 shares of the company’s stock valued at $242,000 after purchasing an additional 121 shares during the period. Mount Yale Investment Advisors LLC grew its position in iShares Core U.S. Aggregate Bond ETF by 1.5% in the 4th quarter. Mount Yale Investment Advisors LLC now owns 8,246 shares of the company’s stock worth $799,000 after purchasing an additional 122 shares during the last quarter. Cadent Capital Advisors LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 6.0% in the fourth quarter. Cadent Capital Advisors LLC now owns 2,172 shares of the company’s stock valued at $210,000 after purchasing an additional 123 shares during the period. Finally, Summit Financial Strategies Inc. raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 2.0% during the fourth quarter. Summit Financial Strategies Inc. now owns 6,185 shares of the company’s stock valued at $599,000 after buying an additional 123 shares during the last quarter. 83.63% of the stock is owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Trading Down 0.1 %

Shares of NYSEARCA AGG opened at $98.16 on Friday. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $94.85 and a 12-month high of $102.04. The company has a market cap of $124.66 billion, a PE ratio of 125.34 and a beta of 0.22. The stock has a 50 day simple moving average of $97.96 and a 200-day simple moving average of $98.47.

About iShares Core U.S. Aggregate Bond ETF

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.