FSM Wealth Advisors LLC Has $272,000 Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

FSM Wealth Advisors LLC decreased its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 3.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 2,808 shares of the company’s stock after selling 108 shares during the period. FSM Wealth Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $272,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds also recently modified their holdings of the company. Mesirow Financial Investment Management Inc. boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 0.8% during the third quarter. Mesirow Financial Investment Management Inc. now owns 12,674 shares of the company’s stock worth $1,283,000 after purchasing an additional 104 shares in the last quarter. Howe & Rusling Inc. boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 2.4% during the third quarter. Howe & Rusling Inc. now owns 4,414 shares of the company’s stock worth $447,000 after purchasing an additional 105 shares in the last quarter. Cornerstone Wealth Management LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 2.1% during the third quarter. Cornerstone Wealth Management LLC now owns 5,196 shares of the company’s stock worth $526,000 after purchasing an additional 109 shares in the last quarter. Braun Bostich & Associates Inc. boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 4.5% during the fourth quarter. Braun Bostich & Associates Inc. now owns 2,533 shares of the company’s stock worth $245,000 after purchasing an additional 109 shares in the last quarter. Finally, Heritage Wealth Management Inc. CA boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 0.7% during the third quarter. Heritage Wealth Management Inc. CA now owns 17,410 shares of the company’s stock worth $1,763,000 after purchasing an additional 116 shares in 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

Shares of NYSEARCA AGG opened at $97.40 on Monday. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $94.85 and a twelve month high of $102.04. The company’s fifty day moving average is $97.47 and its 200-day moving average is $98.87.

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.