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

Arete Wealth Advisors LLC reduced its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 15.2% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 60,201 shares of the company’s stock after selling 10,811 shares during the quarter. Arete Wealth Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $6,090,000 at the end of the most recent reporting period.

Other institutional investors have also modified their holdings of the company. Oliver Lagore Vanvalin Investment Group increased its stake in iShares Core U.S. Aggregate Bond ETF by 162.9% in the 2nd quarter. Oliver Lagore Vanvalin Investment Group now owns 255 shares of the company’s stock valued at $25,000 after buying an additional 158 shares during the period. ST Germain D J Co. Inc. boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1,020.0% in the third quarter. ST Germain D J Co. Inc. now owns 280 shares of the company’s stock valued at $28,000 after acquiring an additional 255 shares in the last quarter. Wagner Wealth Management LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 30,500.0% during the third quarter. Wagner Wealth Management LLC now owns 306 shares of the company’s stock worth $31,000 after acquiring an additional 305 shares during the period. Kimelman & Baird LLC purchased a new position in iShares Core U.S. Aggregate Bond ETF during the second quarter worth about $36,000. Finally, Concord Wealth Partners boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 110.3% in the 3rd quarter. Concord Wealth Partners now owns 511 shares of the company’s stock valued at $52,000 after purchasing an additional 268 shares in the last quarter. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of AGG stock opened at $98.92 on Wednesday. The stock has a 50 day simple moving average of $98.82 and a 200-day simple moving average of $98.94. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $94.85 and a 12-month high of $102.04.

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.