iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Stock Holdings Lessened by Halter Ferguson Financial Inc.

Halter Ferguson Financial Inc. trimmed its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 11.1% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 16,767 shares of the company’s stock after selling 2,102 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for 0.7% of Halter Ferguson Financial Inc.’s portfolio, making the stock its 16th largest position. Halter Ferguson Financial Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,625,000 as of its most recent SEC filing.

A number of other hedge funds have also made changes to their positions in AGG. Diversified Enterprises LLC raised its position in iShares Core U.S. Aggregate Bond ETF by 6.6% during the fourth 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 raised its position in 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 acquiring an additional 8,242 shares in the last quarter. Fairvoy Private Wealth LLC bought a new position in iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at approximately $12,479,000. Kingsview Wealth Management LLC raised its position in iShares Core U.S. Aggregate Bond ETF by 35.9% during the fourth 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 in the last quarter. Finally, WealthTrust Asset Management LLC raised its position in iShares Core U.S. Aggregate Bond ETF by 0.3% during the fourth quarter. WealthTrust Asset Management LLC now owns 59,467 shares of the company’s stock valued at $5,762,000 after acquiring an additional 198 shares in the last quarter. 83.63% of the stock is owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of AGG opened at $98.41 on Tuesday. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $94.85 and a twelve month high of $102.04. The firm has a market cap of $124.98 billion, a PE ratio of 125.34 and a beta of 0.22. The firm’s 50 day moving average price is $97.61 and its 200 day moving average price is $98.56.

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.