Crestwood Advisors Group LLC Has $93.79 Million Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Crestwood Advisors Group LLC reduced its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 6.8% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 967,902 shares of the company’s stock after selling 71,080 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for approximately 1.8% of Crestwood Advisors Group LLC’s investment portfolio, making the stock its 12th biggest holding. Crestwood Advisors Group LLC owned approximately 0.08% of iShares Core U.S. Aggregate Bond ETF worth $93,790,000 at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in the company. Kozak & Associates Inc. bought a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth approximately $26,000. Newbridge Financial Services Group Inc. acquired a new stake in iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at $33,000. Bank of Jackson Hole Trust acquired a new stake in iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at $35,000. Stonebridge Financial Group LLC bought a new position in iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth $43,000. Finally, Bank of New Hampshire increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 71.7% in the fourth quarter. Bank of New Hampshire now owns 455 shares of the company’s stock valued at $44,000 after purchasing an additional 190 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

NYSEARCA AGG opened at $98.02 on Monday. The firm has a 50-day moving average of $97.08 and a 200-day moving average of $98.74. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $94.85 and a 52-week 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.