Ritholtz Wealth Management Has $123.40 Million Stock Position in iShares Core U.S. Aggregate Bond ETF $AGG

Ritholtz Wealth Management lifted its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 3.9% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,243,118 shares of the company’s stock after purchasing an additional 46,615 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for approximately 2.1% of Ritholtz Wealth Management’s investment portfolio, making the stock its 10th biggest holding. Ritholtz Wealth Management owned approximately 0.09% of iShares Core U.S. Aggregate Bond ETF worth $123,404,000 at the end of the most recent reporting period.

A number of other large investors also recently made changes to their positions in AGG. Bank of America Corp DE boosted its stake in iShares Core U.S. Aggregate Bond ETF by 16.0% in the 4th quarter. Bank of America Corp DE now owns 53,737,402 shares of the company’s stock valued at $5,367,292,000 after purchasing an additional 7,411,242 shares during the period. Raymond James Financial Inc. increased its position in iShares Core U.S. Aggregate Bond ETF by 7.0% during the 4th quarter. Raymond James Financial Inc. now owns 84,760,819 shares of the company’s stock worth $8,465,912,000 after buying an additional 5,514,115 shares during the period. Mercer Global Advisors Inc. ADV increased its position in iShares Core U.S. Aggregate Bond ETF by 17.5% during the 3rd quarter. Mercer Global Advisors Inc. ADV now owns 33,227,135 shares of the company’s stock worth $3,331,020,000 after buying an additional 4,942,715 shares during the period. Northern Trust Corp increased its position in iShares Core U.S. Aggregate Bond ETF by 25.1% during the 4th quarter. Northern Trust Corp now owns 20,705,925 shares of the company’s stock worth $2,068,108,000 after buying an additional 4,148,106 shares during the period. Finally, Constellation Investments Inc. lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 70.2% during the fourth quarter. Constellation Investments Inc. now owns 7,062,919 shares of the company’s stock worth $705,444,000 after buying an additional 2,914,000 shares in the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $99.19 on Thursday. The firm has a 50-day moving average of $98.86 and a 200-day moving average of $99.58. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $97.51 and a 52-week high of $101.46. The stock has a market cap of $135.52 billion, a PE ratio of 124.57 and a beta of 0.25.

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.