Roger Wittlin Investment Advisory LLC Raises Stock Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Roger Wittlin Investment Advisory LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 31.2% during the 2nd quarter, Holdings Channel reports. The institutional investor owned 6,516 shares of the company’s stock after purchasing an additional 1,551 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises about 0.4% of Roger Wittlin Investment Advisory LLC’s holdings, making the stock its 28th biggest position. Roger Wittlin Investment Advisory LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $646,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also recently made changes to their positions in AGG. Brighton Jones LLC increased its stake in shares of 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 worth $967,000 after purchasing an additional 7,030 shares in the last quarter. Revolve Wealth Partners LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 50.0% in the 4th quarter. Revolve Wealth Partners LLC now owns 9,127 shares of the company’s stock worth $884,000 after buying an additional 3,044 shares during the period. Millennium Management LLC increased its stake in iShares Core U.S. Aggregate Bond ETF by 391.3% in the 4th quarter. Millennium Management LLC now owns 63,690 shares of the company’s stock worth $6,172,000 after buying an additional 50,727 shares in the last quarter. Park Square Financial Group LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth $131,000. Finally, BridgePort Financial Solutions LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at about $528,000. 83.63% of the stock is owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.2%

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $100.33 on Wednesday. The company has a market capitalization of $130.18 billion, a price-to-earnings ratio of 124.57 and a beta of 0.12. The stock’s 50-day simple moving average is $99.31 and its 200-day simple moving average is $98.52. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $95.74 and a 52 week high of $101.62.

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.