Bluestem Financial Advisors LLC Sells 6,516 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Bluestem Financial Advisors LLC trimmed its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 12.7% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 44,948 shares of the company’s stock after selling 6,516 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up approximately 1.8% of Bluestem Financial Advisors LLC’s holdings, making the stock its 12th largest position. Bluestem Financial Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $4,506,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in AGG. Angeles Investment Advisors LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the second quarter worth $26,000. North Ridge Wealth Advisors Inc. purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 2nd quarter worth about $29,000. Transce3nd LLC grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 84.7% in the 2nd quarter. Transce3nd LLC now owns 484 shares of the company’s stock worth $48,000 after buying an additional 222 shares during the period. GAMMA Investing LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 509.3% in the 3rd quarter. GAMMA Investing LLC now owns 524 shares of the company’s stock worth $53,000 after acquiring an additional 438 shares in the last quarter. Finally, IMA Advisory Services Inc. purchased a new position in iShares Core U.S. Aggregate Bond ETF during the 2nd quarter valued at about $60,000. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of AGG opened at $100.07 on Thursday. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $95.74 and a fifty-two week high of $101.35. The firm’s 50-day simple moving average is $100.44 and its two-hundred day simple moving average is $99.52. The stock has a market cap of $134.66 billion, a PE ratio of 124.57 and a beta of 0.25.

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.