iShares Core U.S. Aggregate Bond ETF $AGG is Abound Wealth Management’s 2nd Largest Position

Abound Wealth Management raised its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 7.9% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 453,932 shares of the company’s stock after acquiring an additional 33,267 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up 10.6% of Abound Wealth Management’s investment portfolio, making the stock its 2nd largest holding. Abound Wealth Management’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $45,339,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Rothschild Investment LLC raised its holdings in iShares Core U.S. Aggregate Bond ETF by 4.4% during the third quarter. Rothschild Investment LLC now owns 2,441 shares of the company’s stock worth $245,000 after purchasing an additional 102 shares in the last quarter. Woodside Wealth Management LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 1.7% in the 3rd quarter. Woodside Wealth Management LLC now owns 6,241 shares of the company’s stock valued at $626,000 after purchasing an additional 104 shares in the last quarter. Realta Investment Advisors increased its position in iShares Core U.S. Aggregate Bond ETF by 0.9% during the 3rd quarter. Realta Investment Advisors now owns 11,327 shares of the company’s stock worth $1,135,000 after purchasing an additional 105 shares during the period. Pathway Financial Advisors LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF by 0.8% during the third quarter. Pathway Financial Advisors LLC now owns 14,255 shares of the company’s stock worth $1,429,000 after acquiring an additional 109 shares during the period. Finally, Invera Wealth Advisors LLC raised its position in iShares Core U.S. Aggregate Bond ETF by 0.5% in the third quarter. Invera Wealth Advisors LLC now owns 24,356 shares of the company’s stock worth $2,442,000 after acquiring an additional 112 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 Stock Performance

iShares Core U.S. Aggregate Bond ETF stock opened at $98.76 on Wednesday. iShares Core U.S. Aggregate Bond ETF has a one year low of $96.15 and a one year high of $101.46. The business has a fifty day moving average of $100.18 and a two-hundred day moving average of $100.27. The company has a market cap of $136.49 billion, a P/E ratio of 124.57 and a beta of 0.25.

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.