Richard W. Paul & Associates LLC Increases Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Richard W. Paul & Associates LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 0.1% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 114,115 shares of the company’s stock after purchasing an additional 115 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for about 4.0% of Richard W. Paul & Associates LLC’s portfolio, making the stock its 4th largest position. Richard W. Paul & Associates LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $11,058,000 as of its most recent SEC filing.

Other large investors have also made changes to their positions in the company. Professional Financial Advisors LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.3% during the fourth quarter. Professional Financial Advisors LLC now owns 664,736 shares of the company’s stock valued at $64,413,000 after acquiring an additional 8,242 shares during the period. Fairvoy Private Wealth LLC acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at $12,479,000. Kingsview Wealth Management LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 35.9% during the fourth quarter. Kingsview Wealth Management LLC now owns 1,286,651 shares of the company’s stock valued at $124,676,000 after acquiring an additional 339,637 shares during the period. Drucker Wealth 3.0 LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 6.3% during the third quarter. Drucker Wealth 3.0 LLC now owns 5,724 shares of the company’s stock valued at $580,000 after acquiring an additional 340 shares during the period. Finally, World Investment Advisors LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1,845.5% during the third quarter. World Investment Advisors LLC now owns 320,965 shares of the company’s stock valued at $32,037,000 after acquiring an additional 304,467 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 Up 0.4 %

Shares of AGG opened at $99.25 on Friday. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $94.85 and a 12-month high of $102.04. The firm has a market capitalization of $125.06 billion, a PE ratio of 125.24 and a beta of 0.20. The stock’s fifty day simple moving average is $97.23 and its 200-day simple moving average is $98.73.

iShares Core U.S. Aggregate Bond ETF 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.