Epic Trust Investment Advisors LLC Cuts Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Epic Trust Investment Advisors LLC lowered its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 35.8% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,033 shares of the company’s stock after selling 2,245 shares during the quarter. Epic Trust Investment Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $400,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in AGG. First Pacific Financial purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth $25,000. Cetera Trust Company N.A purchased a new position in iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth approximately $28,000. Arlington Trust Co LLC acquired a new position in iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth $33,000. Kozak & Associates Inc. purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at $35,000. Finally, Keener Financial Planning LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at $35,000. 83.63% of the stock is owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Stock Down 0.5 %

Shares of NYSEARCA AGG traded down $0.45 during trading on Tuesday, hitting $95.17. 7,209,671 shares of the company were exchanged, compared to its average volume of 9,201,376. The company has a fifty day moving average price of $96.87 and a 200-day moving average price of $96.68. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $91.58 and a 12-month 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.