Integrated Wealth Concepts LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 3.2% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 210,842 shares of the company’s stock after buying an additional 6,593 shares during the period. Integrated Wealth Concepts LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $21,137,000 at the end of the most recent quarter.
Several other large investors have also recently bought and sold shares of AGG. Rothschild Investment LLC boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 4.4% in the third quarter. Rothschild Investment LLC now owns 2,441 shares of the company’s stock valued at $245,000 after acquiring an additional 102 shares in the last quarter. Woodside Wealth Management LLC raised its holdings in iShares Core U.S. Aggregate Bond ETF by 1.7% during the third quarter. Woodside Wealth Management LLC now owns 6,241 shares of the company’s stock worth $626,000 after purchasing an additional 104 shares in the last quarter. Realta Investment Advisors raised its holdings in iShares Core U.S. Aggregate Bond ETF by 0.9% during the third quarter. Realta Investment Advisors now owns 11,327 shares of the company’s stock worth $1,135,000 after purchasing an additional 105 shares in the last quarter. Pathway Financial Advisors LLC lifted its position in iShares Core U.S. Aggregate Bond ETF by 0.8% in the third quarter. Pathway Financial Advisors LLC now owns 14,255 shares of the company’s stock worth $1,429,000 after purchasing an additional 109 shares during the period. Finally, Invera Wealth Advisors LLC lifted its position in iShares Core U.S. Aggregate Bond ETF by 0.5% in the third quarter. Invera Wealth Advisors LLC now owns 24,356 shares of the company’s stock worth $2,442,000 after purchasing an additional 112 shares during the period. Institutional investors and hedge funds own 83.63% of the company’s stock.
iShares Core U.S. Aggregate Bond ETF Stock Performance
Shares of NYSEARCA AGG opened at $99.21 on Monday. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $96.15 and a 1 year high of $101.46. The firm has a market cap of $137.11 billion, a P/E ratio of 124.57 and a beta of 0.25. The stock has a fifty day moving average price of $100.30 and a two-hundred day moving average price of $100.28.
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.
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