iShares Core U.S. Aggregate Bond ETF $AGG Holdings Lowered by Wealthspire Retirement LLC

Wealthspire Retirement LLC decreased its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 39.6% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund owned 423,670 shares of the company’s stock after selling 277,773 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up about 2.5% of Wealthspire Retirement LLC’s holdings, making the stock its 5th largest position. Wealthspire Retirement LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $42,058,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also made changes to their positions in the company. Brighton Jones LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF by 238.0% in the fourth quarter. Brighton Jones LLC now owns 9,984 shares of the company’s stock valued at $967,000 after buying an additional 7,030 shares during the last quarter. Revolve Wealth Partners LLC grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 50.0% during 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 2nd quarter valued at $111,000. Ieq Capital LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 9.9% in the 2nd quarter. Ieq Capital LLC now owns 47,381 shares of the company’s stock valued at $4,700,000 after acquiring an additional 4,269 shares during the period. Finally, Quantinno Capital Management LP raised its position in iShares Core U.S. Aggregate Bond ETF by 7.6% in the 2nd quarter. Quantinno Capital Management LP now owns 13,419 shares of the company’s stock valued at $1,331,000 after purchasing an additional 943 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 Price Performance

AGG stock opened at $97.58 on Thursday. The company has a market cap of $137.75 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. The company has a fifty day moving average price of $98.49 and a 200 day moving average price of $99.35. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $97.51 and a 12 month high of $101.46.

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.