iShares Core U.S. Aggregate Bond ETF $AGG Stock Holdings Trimmed by Assetmark Inc.

Assetmark Inc. decreased its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 53.3% in the 1st quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 590,558 shares of the company’s stock after selling 675,310 shares during the quarter. Assetmark Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $58,625,000 as of its most recent filing with the SEC.

Several other institutional investors have also bought and sold shares of the stock. Valley National Advisers Inc. lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 339.0% in the 4th quarter. Valley National Advisers Inc. now owns 259 shares of the company’s stock worth $25,000 after acquiring an additional 200 shares during the period. Cresta Advisors Ltd. bought a new stake in iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth approximately $25,000. Blueline Advisors LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth approximately $25,000. First Command Advisory Services Inc. lifted its position in iShares Core U.S. Aggregate Bond ETF by 321.2% in the fourth quarter. First Command Advisory Services Inc. now owns 278 shares of the company’s stock worth $28,000 after purchasing an additional 212 shares during the period. Finally, Wiser Advisor Group LLC bought a new position in iShares Core U.S. Aggregate Bond ETF during the 3rd quarter valued at $29,000. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of AGG stock opened at $98.20 on Friday. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $97.51 and a 1 year high of $101.46. The stock has a market cap of $138.63 billion, a PE ratio of 124.57 and a beta of 0.25. The business’s fifty day moving average is $98.55 and its 200-day moving average is $99.40.

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.