iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Sold by Venturi Wealth Management LLC

Venturi Wealth Management LLC lessened its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 87.8% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 315 shares of the company’s stock after selling 2,275 shares during the period. Venturi Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $31,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. Kozak & Associates Inc. acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at $26,000. Newbridge Financial Services Group Inc. acquired a new position in iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth about $33,000. Stonebridge Financial Group LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF in the fourth quarter worth about $43,000. Bank of New Hampshire lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 71.7% in the 4th quarter. Bank of New Hampshire now owns 455 shares of the company’s stock valued at $44,000 after acquiring an additional 190 shares during the last quarter. Finally, POM Investment Strategies LLC bought a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at about $45,000. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

NYSEARCA AGG opened at $98.80 on Wednesday. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $94.85 and a 12 month high of $102.04. The company has a market capitalization of $124.49 billion, a P/E ratio of 125.24 and a beta of 0.20. The company’s 50 day simple moving average is $97.10 and its 200 day simple moving average is $98.73.

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.