Peterson Wealth Services Cuts Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Peterson Wealth Services lessened its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 5.1% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 2,986 shares of the company’s stock after selling 159 shares during the quarter. Peterson Wealth Services’ holdings in iShares Core U.S. Aggregate Bond ETF were worth $289,000 at the end of the most recent quarter.

Several other institutional investors also recently made changes to their positions in the stock. Stonebridge Financial Group LLC purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth $43,000. BostonPremier Wealth LLC acquired a new stake in iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth about $284,000. Focus Financial Network Inc. raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 15.8% in the 4th quarter. Focus Financial Network Inc. now owns 568,391 shares of the company’s stock worth $55,077,000 after purchasing an additional 77,575 shares during the period. POM Investment Strategies LLC acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at about $45,000. Finally, International Private Wealth Advisors LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 46.3% during the 4th quarter. International Private Wealth Advisors LLC now owns 13,148 shares of the company’s stock worth $1,274,000 after purchasing an additional 4,160 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 Stock Performance

NYSEARCA AGG opened at $97.49 on Tuesday. iShares Core U.S. Aggregate Bond ETF has a one year low of $94.85 and a one year high of $102.04. The company’s 50 day moving average price is $97.34 and its 200 day moving average price is $98.86.

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.