Kingsview Wealth Management LLC Has $128.74 Million Stake in iShares Core U.S. Aggregate Bond ETF $AGG

Kingsview Wealth Management LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 8.0% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 1,288,980 shares of the company’s stock after buying an additional 95,988 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for 1.9% of Kingsview Wealth Management LLC’s investment portfolio, making the stock its 6th biggest position. Kingsview Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $128,743,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently bought and sold shares of the business. PSI Advisors LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 48.8% in the 4th quarter. PSI Advisors LLC now owns 11,032 shares of the company’s stock worth $1,102,000 after buying an additional 3,619 shares during the period. Texas Capital Bank Wealth Management Services Inc boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 49.8% in the 4th quarter. Texas Capital Bank Wealth Management Services Inc now owns 260,802 shares of the company’s stock worth $26,049,000 after buying an additional 86,658 shares during the period. Community Bank & Trust Waco Texas bought a new position in iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth approximately $384,000. Waystone Advisors LLC bought a new position in iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at $360,000. Finally, NWK Group Inc. boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 4.0% in the 4th quarter. NWK Group Inc. now owns 7,923 shares of the company’s stock valued at $791,000 after purchasing an additional 307 shares during the period. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA:AGG opened at $98.80 on Thursday. The firm has a fifty day moving average price of $99.04 and a two-hundred day moving average price of $99.81. The company has a market cap of $134.99 billion, a price-to-earnings ratio of 124.57 and a beta of 0.26. iShares Core U.S. Aggregate Bond ETF has a one year low of $97.23 and a one 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.