Northwest Capital Management Inc Has $3.66 Million Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Northwest Capital Management Inc cut its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 18.0% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 37,793 shares of the company’s stock after selling 8,268 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up 1.6% of Northwest Capital Management Inc’s portfolio, making the stock its 16th biggest holding. Northwest Capital Management Inc’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $3,662,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also modified their holdings of the company. Kozak & Associates Inc. purchased a new position in iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at about $26,000. Newbridge Financial Services Group Inc. bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at approximately $33,000. Bank of Jackson Hole Trust acquired a new position in iShares Core U.S. Aggregate Bond ETF in the fourth quarter worth approximately $35,000. Stonebridge Financial Group LLC bought a new position in iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at approximately $43,000. Finally, Bank of New Hampshire raised its position in iShares Core U.S. Aggregate Bond ETF by 71.7% during the fourth quarter. Bank of New Hampshire now owns 455 shares of the company’s stock valued at $44,000 after acquiring an additional 190 shares in the last quarter. 83.63% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

AGG stock opened at $98.02 on Monday. The firm has a 50 day moving average of $97.08 and a two-hundred day moving average of $98.74. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $94.85 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.