Clearwater Capital Advisors LLC Raises Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Clearwater Capital Advisors LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 3.8% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 145,715 shares of the company’s stock after purchasing an additional 5,298 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for about 1.4% of Clearwater Capital Advisors LLC’s holdings, making the stock its 18th biggest holding. Clearwater Capital Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $14,120,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also recently added to or reduced their stakes in AGG. Jones Financial Companies Lllp lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 6.1% during the fourth quarter. Jones Financial Companies Lllp now owns 128,947,585 shares of the company’s stock worth $12,495,021,000 after purchasing an additional 7,463,618 shares in the last quarter. Raymond James Financial Inc. purchased a new stake in iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth $7,545,901,000. Wealth Enhancement Advisory Services LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 1.8% in the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 13,048,808 shares of the company’s stock worth $1,321,453,000 after buying an additional 230,711 shares in the last quarter. WealthNavi Inc. boosted its position in iShares Core U.S. Aggregate Bond ETF by 2.1% in the 4th quarter. WealthNavi Inc. now owns 10,070,637 shares of the company’s stock valued at $975,845,000 after buying an additional 207,960 shares during the last quarter. Finally, United Services Automobile Association grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 105.8% during the third quarter. United Services Automobile Association now owns 9,129,161 shares of the company’s stock valued at $924,510,000 after acquiring an additional 4,694,299 shares in the last quarter. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA AGG opened at $98.28 on Monday. The firm has a market cap of $124.82 billion, a price-to-earnings ratio of 125.34 and a beta of 0.22. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $94.85 and a 1 year high of $102.04. The stock’s 50-day simple moving average is $97.58 and its 200-day simple moving average is $98.57.

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.