AlTi Global Inc. Sells 12,132 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

AlTi Global Inc. lessened its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 20.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 47,847 shares of the company’s stock after selling 12,132 shares during the quarter. AlTi Global Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $4,636,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of the business. Braun Bostich & Associates Inc. raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 4.5% during the 4th quarter. Braun Bostich & Associates Inc. now owns 2,533 shares of the company’s stock valued at $245,000 after purchasing an additional 109 shares during the period. Wealth Advisors of Tampa Bay LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 4.9% in the fourth quarter. Wealth Advisors of Tampa Bay LLC now owns 2,397 shares of the company’s stock valued at $232,000 after acquiring an additional 112 shares during the period. Vestia Personal Wealth Advisors lifted its stake in iShares Core U.S. Aggregate Bond ETF by 5.1% in the 4th quarter. Vestia Personal Wealth Advisors now owns 2,493 shares of the company’s stock worth $242,000 after purchasing an additional 121 shares in the last quarter. Mount Yale Investment Advisors LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 1.5% in the 4th quarter. Mount Yale Investment Advisors LLC now owns 8,246 shares of the company’s stock valued at $799,000 after purchasing an additional 122 shares during the period. Finally, Cadent Capital Advisors LLC grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 6.0% during the 4th quarter. Cadent Capital Advisors LLC now owns 2,172 shares of the company’s stock valued at $210,000 after purchasing an additional 123 shares in the last quarter. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of AGG stock opened at $97.95 on Friday. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $95.63 and a 52-week high of $102.04. The business’s fifty day moving average is $98.38 and its 200 day moving average is $97.96. The company has a market capitalization of $122.44 billion, a PE ratio of 124.85 and a beta of 0.24.

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.