Conservest Capital Advisors Inc. Lowers Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Conservest Capital Advisors Inc. lowered its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 4.7% during the fourth quarter, Holdings Channel.com reports. The firm owned 117,100 shares of the company’s stock after selling 5,712 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up 1.2% of Conservest Capital Advisors Inc.’s holdings, making the stock its 18th biggest holding. Conservest Capital Advisors Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $11,347,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. Pinnacle Associates Ltd. increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 2.3% during the third quarter. Pinnacle Associates Ltd. now owns 19,578 shares of the company’s stock valued at $1,943,000 after acquiring an additional 447 shares during the last quarter. Durante & Waters LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 3.3% during the 3rd quarter. Durante & Waters LLC now owns 59,660 shares of the company’s stock worth $6,042,000 after purchasing an additional 1,891 shares during the period. Baron Silver Stevens Financial Advisors LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 6.5% during the 3rd quarter. Baron Silver Stevens Financial Advisors LLC now owns 327,421 shares of the company’s stock worth $33,158,000 after purchasing an additional 19,909 shares during the period. Reston Wealth Management LLC acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the 3rd quarter valued at approximately $164,000. Finally, Summit Wealth Partners LLC raised its position in iShares Core U.S. Aggregate Bond ETF by 0.3% in the third quarter. Summit Wealth Partners LLC now owns 233,153 shares of the company’s stock valued at $23,611,000 after purchasing an additional 749 shares during the period. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.4 %

AGG opened at $99.25 on Friday. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $94.85 and a 52 week high of $102.04. The business has a fifty day simple moving average of $97.23 and a 200-day simple moving average of $98.73. The firm has a market cap of $125.06 billion, a P/E ratio of 125.24 and a beta of 0.20.

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.