Compass Financial Group Inc. Has $3.13 Million Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Compass Financial Group Inc. trimmed its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 43.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 31,563 shares of the company’s stock after selling 24,613 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up about 1.8% of Compass Financial Group Inc.’s portfolio, making the stock its 18th biggest holding. Compass Financial Group Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $3,133,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also recently made changes to their positions in AGG. Long Run Wealth Advisors LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 0.5% during the fourth quarter. Long Run Wealth Advisors LLC now owns 20,150 shares of the company’s stock worth $2,000,000 after buying an additional 105 shares during the last quarter. Carmichael Hill & Associates Inc. boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 6.6% during the 4th quarter. Carmichael Hill & Associates Inc. now owns 1,697 shares of the company’s stock valued at $168,000 after acquiring an additional 105 shares in the last quarter. Brickley Wealth Management increased its holdings in iShares Core U.S. Aggregate Bond ETF by 4.4% in the 3rd quarter. Brickley Wealth Management now owns 2,623 shares of the company’s stock worth $247,000 after purchasing an additional 110 shares in the last quarter. O Connor Financial Group LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF by 4.4% in the 4th quarter. O Connor Financial Group LLC now owns 2,676 shares of the company’s stock worth $266,000 after purchasing an additional 112 shares in the last quarter. Finally, RKL Wealth Management LLC raised its position in iShares Core U.S. Aggregate Bond ETF by 0.3% in the third quarter. RKL Wealth Management LLC now owns 45,871 shares of the company’s stock valued at $4,314,000 after purchasing an additional 116 shares during the last quarter. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of AGG stock traded down $0.25 during mid-day trading on Wednesday, reaching $95.39. 7,960,989 shares of the stock traded hands, compared to its average volume of 9,305,825. The stock’s fifty day simple moving average is $96.98 and its two-hundred day simple moving average is $96.63. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $91.58 and a 1-year high of $100.42.

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.