Stephens Inc. AR Has $20.76 Million Stock Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Stephens Inc. AR raised its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 10.9% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 207,813 shares of the company’s stock after buying an additional 20,389 shares during the quarter. Stephens Inc. AR’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $20,756,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in AGG. Brighton Jones LLC increased its stake in iShares Core U.S. Aggregate Bond ETF by 238.0% in the 4th 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 period. Revolve Wealth Partners LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 50.0% during the 4th quarter. Revolve Wealth Partners LLC now owns 9,127 shares of the company’s stock worth $884,000 after purchasing 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 during the 2nd quarter worth $111,000. Ieq Capital LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 9.9% during the 2nd quarter. Ieq Capital LLC now owns 47,381 shares of the company’s stock worth $4,700,000 after purchasing an additional 4,269 shares during the last quarter. Finally, Quantinno Capital Management LP increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 7.6% during the 2nd quarter. Quantinno Capital Management LP now owns 13,419 shares of the company’s stock worth $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 Stock Down 0.6%

Shares of AGG opened at $98.02 on Friday. The company’s fifty day moving average is $99.29 and its 200-day moving average is $99.94. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $96.66 and a 12 month high of $101.46. The firm has a market cap of $133.92 billion, a price-to-earnings ratio of 124.57 and a beta of 0.26.

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.