Valmark Advisers Inc. Cuts Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Valmark Advisers Inc. reduced its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 0.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 206,284 shares of the company’s stock after selling 1,549 shares during the quarter. Valmark Advisers Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $19,989,000 at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. Kozak & Associates Inc. purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at $26,000. ST Germain D J Co. Inc. grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1,020.0% during the third quarter. ST Germain D J Co. Inc. now owns 280 shares of the company’s stock valued at $28,000 after buying an additional 255 shares during the last quarter. Newbridge Financial Services Group Inc. purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at $33,000. Stonebridge Financial Group LLC purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at $43,000. Finally, Bank of New Hampshire grew its holdings in shares of 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 buying an additional 190 shares during the last quarter. 83.63% of the stock is owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of AGG opened at $97.70 on Friday. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $94.85 and a 1-year high of $102.04. The company’s fifty day moving average price is $97.17 and its 200-day moving average price is $98.82.

iShares Core U.S. Aggregate Bond ETF Company 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.