Compass Financial Group Inc. Reduces Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Compass Financial Group Inc. reduced its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 43.8% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 31,563 shares of the company’s stock after selling 24,613 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up about 1.8% of Compass Financial Group Inc.’s holdings, making the stock its 18th biggest holding. Compass Financial Group Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $3,133,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in AGG. Envestnet Portfolio Solutions Inc. bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 3rd quarter worth approximately $1,416,230,000. Charles Schwab Investment Management Inc. boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 120.7% in the third quarter. Charles Schwab Investment Management Inc. now owns 18,145,366 shares of the company’s stock valued at $1,706,332,000 after acquiring an additional 9,923,920 shares in the last quarter. TIAA Trust National Association bought a new stake in iShares Core U.S. Aggregate Bond ETF in the third quarter valued at $657,826,000. United Services Automobile Association increased its position in iShares Core U.S. Aggregate Bond ETF by 127.4% during the 3rd quarter. United Services Automobile Association now owns 7,073,294 shares of the company’s stock valued at $665,173,000 after purchasing an additional 3,962,762 shares during the period. Finally, Raymond James & Associates raised its holdings in iShares Core U.S. Aggregate Bond ETF by 5.6% in the 3rd quarter. Raymond James & Associates now owns 61,988,428 shares of the company’s stock worth $5,829,392,000 after purchasing an additional 3,269,839 shares in the last quarter. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Down 0.3 %

Shares of NYSEARCA:AGG traded down $0.25 on Wednesday, hitting $95.39. The company had a trading volume of 7,960,989 shares, compared to its average volume of 9,305,825. The firm’s 50-day simple moving average is $96.98 and its two-hundred day simple moving average is $96.63. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $91.58 and a 1 year high of $100.42.

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.