RWA Wealth Partners LLC Trims Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

RWA Wealth Partners LLC decreased its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 30.4% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 56,936 shares of the company’s stock after selling 24,885 shares during the quarter. RWA Wealth Partners LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $5,517,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors also recently added to or reduced their stakes in the business. Bradley & Co. Private Wealth Management LLC purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth $25,000. Kozak & Associates Inc. bought a new position in iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth $26,000. Newbridge Financial Services Group Inc. bought a new position in iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth $33,000. Bank of Jackson Hole Trust purchased a new position in iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at $35,000. Finally, Stonebridge Financial Group LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at about $43,000. 83.63% of the stock is currently owned by institutional investors.

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

Shares of AGG opened at $98.73 on Monday. The business has a 50-day simple moving average of $98.00 and a two-hundred day simple moving average of $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 stock has a market cap of $125.39 billion, a price-to-earnings ratio of 125.34 and a beta of 0.22.

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.