Roger Wittlin Investment Advisory LLC Sells 3,954 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Roger Wittlin Investment Advisory LLC trimmed its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 30.6% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 8,958 shares of the company’s stock after selling 3,954 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up about 0.5% of Roger Wittlin Investment Advisory LLC’s investment portfolio, making the stock its 27th biggest position. Roger Wittlin Investment Advisory LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $907,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also modified their holdings of the company. Wellington Wealth Strategies LLC. bought a new stake in iShares Core U.S. Aggregate Bond ETF during the 1st quarter worth about $3,326,000. Axxcess Wealth Management LLC raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 6.1% during the first quarter. Axxcess Wealth Management LLC now owns 1,610,932 shares of the company’s stock worth $157,775,000 after buying an additional 93,013 shares during the last quarter. Stamos Capital Partners L.P. lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 64.5% in the first quarter. Stamos Capital Partners L.P. now owns 1,156,800 shares of the company’s stock valued at $113,297,000 after buying an additional 453,750 shares during the period. Guardian Capital Advisors LP grew its holdings in iShares Core U.S. Aggregate Bond ETF by 59.2% during the 1st quarter. Guardian Capital Advisors LP now owns 7,003 shares of the company’s stock worth $669,000 after acquiring an additional 2,605 shares during the period. Finally, GE Investment Management CORP. bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 1st quarter valued at $125,507,000. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

NYSEARCA:AGG opened at $97.89 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 stock’s fifty day simple moving average is $99.62 and its 200-day simple moving average is $98.74.

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.