Prentice Wealth Management LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 7.7% during the 1st quarter, HoldingsChannel.com reports. The fund owned 651,758 shares of the company’s stock after buying an additional 46,515 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for 14.6% of Prentice Wealth Management LLC’s investment portfolio, making the stock its biggest holding. Prentice Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $64,700,000 at the end of the most recent reporting period.
A number of other large investors have also recently added to or reduced their stakes in the company. Kampmann Melissa S. increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.0% during the 4th quarter. Kampmann Melissa S. now owns 10,508 shares of the company’s stock worth $1,051,000 after purchasing an additional 100 shares during the last quarter. Stephens Consulting LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF by 9.4% in the 4th quarter. Stephens Consulting LLC now owns 1,288 shares of the company’s stock valued at $129,000 after purchasing an additional 111 shares during the last quarter. Hoge Financial Services LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF by 1.3% in the 4th quarter. Hoge Financial Services LLC now owns 8,521 shares of the company’s stock valued at $851,000 after purchasing an additional 111 shares during the last quarter. Aprio Wealth Management LLC increased its position in iShares Core U.S. Aggregate Bond ETF by 1.0% during the third quarter. Aprio Wealth Management LLC now owns 10,975 shares of the company’s stock worth $1,100,000 after buying an additional 114 shares during the last quarter. Finally, Retirement Planning Group LLC increased its position in iShares Core U.S. Aggregate Bond ETF by 1.7% during the fourth quarter. Retirement Planning Group LLC now owns 6,640 shares of the company’s stock worth $663,000 after buying an additional 114 shares during the last quarter. Institutional investors and hedge funds own 83.63% of the company’s stock.
iShares Core U.S. Aggregate Bond ETF Stock Up 0.1%
NYSEARCA:AGG opened at $98.71 on Wednesday. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $97.51 and a 12-month high of $101.46. The firm has a market capitalization of $134.87 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. The stock’s 50 day moving average price is $98.87 and its two-hundred day moving average price is $99.59.
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.
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Want to see what other hedge funds are holding AGG? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report).
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