Kingsview Wealth Management LLC reduced its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 25.2% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 1,192,992 shares of the company’s stock after selling 401,517 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises approximately 1.8% of Kingsview Wealth Management LLC’s holdings, making the stock its 7th biggest position. Kingsview Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $119,597,000 as of its most recent SEC filing.
A number of other large investors have also added to or reduced their stakes in AGG. Ballast Advisors LLC boosted its position in iShares Core U.S. Aggregate Bond ETF by 3.8% during the third quarter. Ballast Advisors LLC now owns 205,248 shares of the company’s stock worth $20,576,000 after purchasing an additional 7,419 shares during the period. Omega Financial Group LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 2.2% in the third quarter. Omega Financial Group LLC now owns 174,866 shares of the company’s stock valued at $17,530,000 after purchasing an additional 3,741 shares during the period. WASHINGTON TRUST Co lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 4.1% during the 3rd quarter. WASHINGTON TRUST Co now owns 167,012 shares of the company’s stock worth $16,743,000 after buying an additional 6,534 shares during the last quarter. Cobblestone Capital Advisors LLC NY boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 45.9% during the 3rd quarter. Cobblestone Capital Advisors LLC NY now owns 84,352 shares of the company’s stock worth $8,456,000 after buying an additional 26,533 shares during the period. Finally, Bright Futures Wealth Management LLC. acquired a new position in iShares Core U.S. Aggregate Bond ETF in the 3rd quarter valued at about $213,000. Institutional investors own 83.63% of the company’s stock.
iShares Core U.S. Aggregate Bond ETF Stock Up 0.2%
iShares Core U.S. Aggregate Bond ETF stock opened at $101.40 on Monday. The company’s 50-day moving average price is $100.27 and its two-hundred day moving average price is $100.22. The stock has a market cap of $140.13 billion, a P/E ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $96.15 and a twelve month 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.
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