Perfromance Wealth Partners LLC Sells 237 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Perfromance Wealth Partners LLC lessened its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 7.2% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 3,049 shares of the company’s stock after selling 237 shares during the period. Perfromance Wealth Partners LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $302,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also added to or reduced their stakes in AGG. Prevail Innovative Wealth Advisors LLC boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 32.1% in the 4th quarter. Prevail Innovative Wealth Advisors LLC now owns 17,314 shares of the company’s stock valued at $1,678,000 after buying an additional 4,207 shares in the last quarter. Diversified Enterprises LLC raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 6.6% during the 4th quarter. Diversified Enterprises LLC now owns 122,104 shares of the company’s stock worth $11,832,000 after acquiring an additional 7,526 shares in the last quarter. WealthTrust Asset Management LLC lifted its position in iShares Core U.S. Aggregate Bond ETF by 0.3% during the fourth quarter. WealthTrust Asset Management LLC now owns 59,467 shares of the company’s stock valued at $5,762,000 after acquiring an additional 198 shares during the last quarter. Howe & Rusling Inc. boosted its stake in iShares Core U.S. Aggregate Bond ETF by 96.9% in the fourth quarter. Howe & Rusling Inc. now owns 8,691 shares of the company’s stock valued at $842,000 after acquiring an additional 4,277 shares in the last quarter. Finally, Invesco Ltd. acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at approximately $9,181,000. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.1%

NYSEARCA AGG opened at $98.22 on Friday. The firm’s fifty day simple moving average is $97.81 and its two-hundred day simple moving average is $97.78. The firm has a market capitalization of $124.74 billion, a P/E ratio of 124.57 and a beta of 0.24. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $95.74 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.