Affinity Capital Advisors LLC Has $462,000 Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Affinity Capital Advisors LLC lowered its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 48.4% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 4,790 shares of the company’s stock after selling 4,497 shares during the period. Affinity Capital Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $462,000 at the end of the most recent quarter.

Several other large investors have also added to or reduced their stakes in AGG. Oliver Lagore Vanvalin Investment Group grew its stake in iShares Core U.S. Aggregate Bond ETF by 162.9% in the second quarter. Oliver Lagore Vanvalin Investment Group now owns 255 shares of the company’s stock valued at $25,000 after acquiring an additional 158 shares during the period. Kozak & Associates Inc. acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at approximately $26,000. ST Germain D J Co. Inc. grew its stake in iShares Core U.S. Aggregate Bond ETF by 1,020.0% in the third quarter. ST Germain D J Co. Inc. now owns 280 shares of the company’s stock valued at $28,000 after acquiring an additional 255 shares during the period. Wagner Wealth Management LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 30,500.0% in the third quarter. Wagner Wealth Management LLC now owns 306 shares of the company’s stock valued at $31,000 after purchasing an additional 305 shares in the last quarter. Finally, Kimelman & Baird LLC bought a new position in shares of iShares Core U.S. Aggregate Bond ETF in the second quarter valued at approximately $36,000. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

AGG stock opened at $95.88 on Wednesday. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $94.85 and a twelve month high of $102.04. The stock’s 50 day moving average is $97.66 and its 200-day moving average is $98.92.

iShares Core U.S. Aggregate Bond ETF Profile

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.