Valley Forge Investment Consultants Inc. ADV Cuts Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Valley Forge Investment Consultants Inc. ADV lowered its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 17.2% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 6,787 shares of the company’s stock after selling 1,405 shares during the quarter. Valley Forge Investment Consultants Inc. ADV’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $674,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Envestnet Portfolio Solutions Inc. bought a new position in iShares Core U.S. Aggregate Bond ETF in the third quarter worth approximately $1,416,230,000. Charles Schwab Investment Management Inc. grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 120.7% in the 3rd quarter. Charles Schwab Investment Management Inc. now owns 18,145,366 shares of the company’s stock worth $1,706,332,000 after buying an additional 9,923,920 shares in the last quarter. United Services Automobile Association grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 127.4% in the 3rd quarter. United Services Automobile Association now owns 7,073,294 shares of the company’s stock worth $665,173,000 after buying an additional 3,962,762 shares in the last quarter. US Bancorp DE grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 11.8% in the 4th quarter. US Bancorp DE now owns 29,007,988 shares of the company’s stock worth $2,879,058,000 after buying an additional 3,071,624 shares in the last quarter. Finally, P E Global LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 77.2% in the 4th quarter. P E Global LLC now owns 6,745,576 shares of the company’s stock worth $669,498,000 after buying an additional 2,937,853 shares in the last quarter. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA:AGG traded down $0.27 on Thursday, reaching $96.47. The company’s stock had a trading volume of 5,070,754 shares, compared to its average volume of 8,793,010. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $91.58 and a 52-week high of $99.70. The company has a 50-day simple moving average of $96.47 and a 200 day simple moving average of $97.10.

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.