FFT Wealth Management LLC Has $3.67 Million Stake in iShares Core U.S. Aggregate Bond ETF $AGG

FFT Wealth Management LLC decreased its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 25.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 36,691 shares of the company’s stock after selling 12,372 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises approximately 0.7% of FFT Wealth Management LLC’s investment portfolio, making the stock its 27th biggest position. FFT Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $3,665,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in AGG. Valley National Advisers Inc. grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 339.0% in the fourth quarter. Valley National Advisers Inc. now owns 259 shares of the company’s stock valued at $25,000 after purchasing an additional 200 shares during the last quarter. Cresta Advisors Ltd. acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at approximately $25,000. Wiser Advisor Group LLC acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF in the third quarter valued at approximately $29,000. North Ridge Wealth Advisors Inc. acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF in the second quarter valued at approximately $29,000. Finally, Collier Financial acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF in the third quarter valued at approximately $31,000. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

iShares Core U.S. Aggregate Bond ETF stock opened at $98.44 on Monday. The company has a market capitalization of $134.50 billion, a price-to-earnings ratio of 124.57 and a beta of 0.26. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $97.08 and a 12 month high of $101.46. The stock’s 50 day moving average is $99.09 and its 200-day moving average is $99.84.

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.