Kestra Private Wealth Services LLC Has $46.04 Million Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Kestra Private Wealth Services LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 69.3% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 463,882 shares of the company’s stock after purchasing an additional 189,854 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up about 1.2% of Kestra Private Wealth Services LLC’s portfolio, making the stock its 6th biggest position. Kestra Private Wealth Services LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $46,040,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of AGG. First Pacific Financial bought a new position in iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at approximately $25,000. Cetera Trust Company N.A bought a new stake in iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth $28,000. Arlington Trust Co LLC acquired a new position in iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth about $33,000. Annis Gardner Whiting Capital Advisors LLC bought a new position in iShares Core U.S. Aggregate Bond ETF in the third quarter valued at about $34,000. Finally, Kozak & Associates Inc. acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at about $35,000. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of iShares Core U.S. Aggregate Bond ETF stock traded up $0.30 on Monday, hitting $95.63. The stock had a trading volume of 7,384,591 shares, compared to its average volume of 9,240,796. The stock has a 50 day moving average of $96.87 and a 200 day moving average of $96.68. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $91.58 and a twelve month high of $100.42.

About iShares Core U.S. Aggregate Bond ETF

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.