Atlas Private Wealth Advisors Lowers Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Atlas Private Wealth Advisors trimmed its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 70.8% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 12,860 shares of the company’s stock after selling 31,128 shares during the quarter. Atlas Private Wealth Advisors’ holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,276,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in AGG. Parkside Financial Bank & Trust boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 191.1% during the 2nd quarter. Parkside Financial Bank & Trust now owns 294 shares of the company’s stock valued at $29,000 after acquiring an additional 193 shares during the last quarter. Annis Gardner Whiting Capital Advisors LLC bought a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 3rd quarter valued at approximately $34,000. First Manhattan Co. raised its holdings in iShares Core U.S. Aggregate Bond ETF by 697.9% during the 4th quarter. First Manhattan Co. now owns 375 shares of the company’s stock valued at $36,000 after buying an additional 328 shares during the period. VitalStone Financial LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF during the 2nd quarter valued at $38,000. Finally, Worth Asset Management LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the first quarter worth $44,000. 83.21% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

AGG stock traded down $0.12 during midday trading on Monday, reaching $96.98. The company’s stock had a trading volume of 5,226,204 shares, compared to its average volume of 8,934,178. The stock has a fifty day simple moving average of $97.84 and a two-hundred day simple moving average of $96.29. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $91.58 and a 1 year high of $100.98.

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.