Clearstead Trust LLC Has $132,000 Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Clearstead Trust LLC trimmed its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 44.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 1,334 shares of the company’s stock after selling 1,062 shares during the quarter. Clearstead Trust LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $132,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors also recently made changes to their positions in AGG. Bailard Inc. acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 3rd quarter valued at approximately $362,000. Brown Advisory Inc. lifted its stake in iShares Core U.S. Aggregate Bond ETF by 10.4% during the third quarter. Brown Advisory Inc. now owns 131,758 shares of the company’s stock worth $12,390,000 after purchasing an additional 12,375 shares during the last quarter. KMG Fiduciary Partners LLC acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 3rd quarter valued at $290,000. Verdence Capital Advisors LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 9.8% in the 3rd quarter. Verdence Capital Advisors LLC now owns 142,599 shares of the company’s stock valued at $13,410,000 after purchasing an additional 12,778 shares during the last quarter. Finally, Mackenzie Financial Corp raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 2.0% during the 3rd quarter. Mackenzie Financial Corp now owns 1,543,200 shares of the company’s stock worth $142,592,000 after buying an additional 30,500 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

NYSEARCA:AGG traded up $0.49 during trading hours on Friday, hitting $96.19. The company’s stock had a trading volume of 9,146,714 shares, compared to its average volume of 10,411,634. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $91.58 and a twelve month high of $100.42. The stock has a fifty day simple moving average of $96.75 and a 200-day simple moving average of $96.76.

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.