Proficio Capital Partners LLC Has $6.16 Million Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Proficio Capital Partners LLC decreased its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 54.3% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 67,904 shares of the company’s stock after selling 80,690 shares during the period. Proficio Capital Partners LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $6,157,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in the company. M&T Bank Corp grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 3.8% in the 4th quarter. M&T Bank Corp now owns 550,996 shares of the company’s stock valued at $53,391,000 after purchasing an additional 20,305 shares during the period. LVZ Inc. grew its position in iShares Core U.S. Aggregate Bond ETF by 5.6% during the 4th quarter. LVZ Inc. now owns 311,825 shares of the company’s stock worth $30,216,000 after acquiring an additional 16,416 shares during the last quarter. Atria Investments Inc grew its position in iShares Core U.S. Aggregate Bond ETF by 9.2% during the 4th quarter. Atria Investments Inc now owns 69,169 shares of the company’s stock worth $6,703,000 after acquiring an additional 5,822 shares during the last quarter. Smithfield Trust Co grew its position in iShares Core U.S. Aggregate Bond ETF by 0.7% during the 4th quarter. Smithfield Trust Co now owns 280,570 shares of the company’s stock worth $27,178,000 after acquiring an additional 1,882 shares during the last quarter. Finally, NewSquare Capital LLC grew its position in iShares Core U.S. Aggregate Bond ETF by 1.4% during the 4th quarter. NewSquare Capital LLC now owns 128,349 shares of the company’s stock worth $12,437,000 after acquiring an additional 1,760 shares during the last quarter. 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 $98.28 on Monday. The firm has a market cap of $124.82 billion, a PE ratio of 125.34 and a beta of 0.22. iShares Core U.S. Aggregate Bond ETF has a one year low of $94.85 and a one year high of $102.04. The stock’s 50 day simple moving average is $97.58 and its 200 day simple moving average is $98.57.

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.