Kestra Private Wealth Services LLC Buys 8,094 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Kestra Private Wealth Services LLC grew its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 1.3% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 629,384 shares of the company’s stock after buying an additional 8,094 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up 0.8% of Kestra Private Wealth Services LLC’s portfolio, making the stock its 21st biggest holding. Kestra Private Wealth Services LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $62,479,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also recently made changes to their positions in the stock. Bank of America Corp DE grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 16.0% during the 4th quarter. Bank of America Corp DE now owns 53,737,402 shares of the company’s stock valued at $5,367,292,000 after acquiring an additional 7,411,242 shares during the period. Raymond James Financial Inc. raised its stake in iShares Core U.S. Aggregate Bond ETF by 7.0% during the 4th quarter. Raymond James Financial Inc. now owns 84,760,819 shares of the company’s stock worth $8,465,912,000 after acquiring an additional 5,514,115 shares during the period. Mercer Global Advisors Inc. ADV raised its stake in iShares Core U.S. Aggregate Bond ETF by 17.5% during the 3rd quarter. Mercer Global Advisors Inc. ADV now owns 33,227,135 shares of the company’s stock worth $3,331,020,000 after acquiring an additional 4,942,715 shares during the period. Northern Trust Corp lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 25.1% during the fourth quarter. Northern Trust Corp now owns 20,705,925 shares of the company’s stock valued at $2,068,108,000 after purchasing an additional 4,148,106 shares in the last quarter. Finally, Constellation Investments Inc. lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 70.2% during the fourth quarter. Constellation Investments Inc. now owns 7,062,919 shares of the company’s stock valued at $705,444,000 after purchasing an additional 2,914,000 shares in the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

AGG opened at $99.19 on Thursday. The company has a 50 day simple moving average of $98.86 and a two-hundred day simple moving average of $99.58. The firm has a market cap of $135.52 billion, a P/E 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.

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.