Endeavor Private Wealth Inc. Has $4.65 Million Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Endeavor Private Wealth Inc. cut its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 16.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 46,541 shares of the company’s stock after selling 9,418 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for 1.3% of Endeavor Private Wealth Inc.’s holdings, making the stock its 19th largest position. Endeavor Private Wealth Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $4,648,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds have also recently bought and sold shares of the stock. Kampmann Melissa S. lifted its position in iShares Core U.S. Aggregate Bond ETF by 1.0% during the fourth quarter. Kampmann Melissa S. now owns 10,508 shares of the company’s stock worth $1,051,000 after acquiring an additional 100 shares during the last quarter. Rothschild Investment LLC lifted its position 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 acquiring an additional 102 shares during the last quarter. Woodside Wealth Management LLC lifted its position in iShares Core U.S. Aggregate Bond ETF by 1.7% during the third quarter. Woodside Wealth Management LLC now owns 6,241 shares of the company’s stock worth $626,000 after acquiring an additional 104 shares during the last quarter. Stephens Consulting LLC lifted its position in iShares Core U.S. Aggregate Bond ETF by 9.4% during the fourth quarter. Stephens Consulting LLC now owns 1,288 shares of the company’s stock worth $129,000 after acquiring an additional 111 shares during the last quarter. Finally, Hoge Financial Services LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.3% in the fourth quarter. Hoge Financial Services LLC now owns 8,521 shares of the company’s stock valued at $851,000 after buying an additional 111 shares in the last quarter. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Stock Performance

NYSEARCA AGG opened at $98.17 on Monday. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $97.25 and a 1-year high of $101.46. The company has a 50 day moving average of $98.98 and a 200-day moving average of $99.74. The company has a market cap of $134.13 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25.

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.