RWA Wealth Partners LLC Lowers Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

RWA Wealth Partners LLC reduced its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 30.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 56,936 shares of the company’s stock after selling 24,885 shares during the period. RWA Wealth Partners LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $5,517,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of AGG. Diversified Enterprises LLC lifted its position in iShares Core U.S. Aggregate Bond ETF by 6.6% in the 4th quarter. Diversified Enterprises LLC now owns 122,104 shares of the company’s stock valued at $11,832,000 after acquiring an additional 7,526 shares in the last quarter. Professional Financial Advisors LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.3% during the fourth quarter. Professional Financial Advisors LLC now owns 664,736 shares of the company’s stock valued at $64,413,000 after buying an additional 8,242 shares during the last quarter. Fairvoy Private Wealth LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth about $12,479,000. WealthTrust Asset Management LLC raised its position in iShares Core U.S. Aggregate Bond ETF by 0.3% in the 4th quarter. WealthTrust Asset Management LLC now owns 59,467 shares of the company’s stock worth $5,762,000 after buying an additional 198 shares during the last quarter. Finally, Kingsview Wealth Management LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF by 35.9% during the 4th quarter. Kingsview Wealth Management LLC now owns 1,286,651 shares of the company’s stock valued at $124,676,000 after acquiring an additional 339,637 shares during the period. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.6 %

Shares of NYSEARCA AGG opened at $98.73 on Monday. The firm’s 50-day moving average price is $98.00 and its 200-day moving average price is $98.41. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $94.85 and a 52-week high of $102.04. The company has a market cap of $125.39 billion, a PE ratio of 125.34 and a beta of 0.22.

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.