iShares Core U.S. Aggregate Bond ETF $AGG Stake Lessened by HB Wealth Management LLC

HB Wealth Management LLC lessened its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 7.2% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 121,691 shares of the company’s stock after selling 9,506 shares during the period. HB Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $12,080,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also modified their holdings of the company. Brighton Jones LLC grew its position in iShares Core U.S. Aggregate Bond ETF by 238.0% during the fourth quarter. Brighton Jones LLC now owns 9,984 shares of the company’s stock valued at $967,000 after purchasing an additional 7,030 shares in the last quarter. Revolve Wealth Partners LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 50.0% in the fourth quarter. Revolve Wealth Partners LLC now owns 9,127 shares of the company’s stock worth $884,000 after acquiring an additional 3,044 shares during the last quarter. Russell Investments Group Ltd. acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF in the second quarter worth $111,000. Ieq Capital LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 9.9% during the second quarter. Ieq Capital LLC now owns 47,381 shares of the company’s stock worth $4,700,000 after acquiring an additional 4,269 shares in the last quarter. Finally, Quantinno Capital Management LP raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 7.6% during the second quarter. Quantinno Capital Management LP now owns 13,419 shares of the company’s stock worth $1,331,000 after acquiring an additional 943 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

AGG opened at $98.61 on Friday. The stock has a market cap of $138.36 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. 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 fifty day moving average price of $98.76 and a 200 day moving average price of $99.53.

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.