iShares Core U.S. Aggregate Bond ETF $AGG is Gerber Kawasaki Wealth & Investment Management’s 6th Largest Position

Gerber Kawasaki Wealth & Investment Management raised its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 8.5% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 1,073,583 shares of the company’s stock after buying an additional 83,820 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up about 3.7% of Gerber Kawasaki Wealth & Investment Management’s investment portfolio, making the stock its 6th biggest position. Gerber Kawasaki Wealth & Investment Management’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $107,229,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in AGG. CENTRAL TRUST Co raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 62.1% in the 3rd quarter. CENTRAL TRUST Co now owns 22,762 shares of the company’s stock valued at $2,282,000 after purchasing an additional 8,723 shares in the last quarter. CPR Investments Inc. raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 205.1% in the 4th quarter. CPR Investments Inc. now owns 53,934 shares of the company’s stock valued at $5,387,000 after purchasing an additional 36,256 shares in the last quarter. Curated Wealth Partners LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at about $3,913,000. NBC Securities Inc. raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 30.1% in the 4th quarter. NBC Securities Inc. now owns 59,388 shares of the company’s stock valued at $5,932,000 after purchasing an additional 13,724 shares in the last quarter. Finally, Capital Asset Advisory Services LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 8.7% in the 4th quarter. Capital Asset Advisory Services LLC now owns 1,772,568 shares of the company’s stock valued at $177,292,000 after purchasing an additional 141,584 shares in the last quarter. 83.63% of the stock is owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

NYSEARCA:AGG opened at $98.76 on Friday. iShares Core U.S. Aggregate Bond ETF has a one year low of $97.51 and a one year high of $101.46. The firm has a market cap of $134.94 billion, a P/E ratio of 124.57 and a beta of 0.25. The firm has a 50-day simple moving average of $98.94 and a 200-day simple moving average of $99.68.

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.