ERTS Wealth Advisors LLC Has $2.12 Million Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

ERTS Wealth Advisors LLC lessened its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 10.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 21,879 shares of the company’s stock after selling 2,518 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up approximately 0.4% of ERTS Wealth Advisors LLC’s investment portfolio, making the stock its 22nd largest position. ERTS Wealth Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $2,120,000 at the end of the most recent quarter.

A number of other large investors have also added to or reduced their stakes in the business. Arizona PSPRS Trust bought a new position in shares of iShares Core U.S. Aggregate Bond ETF during the third quarter valued at $822,973,000. United Services Automobile Association increased its holdings in iShares Core U.S. Aggregate Bond ETF by 105.8% in the third quarter. United Services Automobile Association now owns 9,129,161 shares of the company’s stock valued at $924,510,000 after purchasing an additional 4,694,299 shares during the period. US Bancorp DE increased its holdings in iShares Core U.S. Aggregate Bond ETF by 11.1% in the third quarter. US Bancorp DE now owns 37,260,740 shares of the company’s stock valued at $3,697,061,000 after purchasing an additional 3,717,053 shares during the period. International Assets Investment Management LLC raised its position in iShares Core U.S. Aggregate Bond ETF by 12,022.8% during the 3rd quarter. International Assets Investment Management LLC now owns 2,413,532 shares of the company’s stock worth $244,418,000 after purchasing an additional 2,393,623 shares during the last quarter. Finally, Raymond James & Associates lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 3.5% during the 3rd quarter. Raymond James & Associates now owns 71,065,150 shares of the company’s stock worth $7,196,768,000 after buying an additional 2,376,267 shares during the period. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of AGG stock opened at $97.24 on Wednesday. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $94.85 and a 1-year high of $102.04. The stock has a 50-day moving average of $97.54 and a 200-day moving average of $98.92.

About iShares Core U.S. Aggregate Bond ETF

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.