Waldron Private Wealth LLC Makes New Investment in iShares Core U.S. Aggregate Bond ETF $AGG

Waldron Private Wealth LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm purchased 22,589 shares of the company’s stock, valued at approximately $2,136,000.

A number of other hedge funds and other institutional investors also recently modified their holdings of the company. Bank of America Corp DE increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 29.6% during the 1st quarter. Bank of America Corp DE now owns 69,660,482 shares of the company’s stock worth $6,915,196,000 after purchasing an additional 15,923,080 shares during the last quarter. WealthNavi Inc. lifted its stake in iShares Core U.S. Aggregate Bond ETF by 5.6% in the 3rd quarter. WealthNavi Inc. now owns 12,404,190 shares of the company’s stock valued at $1,172,692,000 after purchasing an additional 653,006 shares during the last quarter. PNC Financial Services Group Inc. lifted its stake in iShares Core U.S. Aggregate Bond ETF by 4.6% in the 1st quarter. PNC Financial Services Group Inc. now owns 10,336,251 shares of the company’s stock valued at $1,026,080,000 after purchasing an additional 451,566 shares during the last quarter. Royal Bank of Canada lifted its stake in iShares Core U.S. Aggregate Bond ETF by 39.2% in the 1st quarter. Royal Bank of Canada now owns 6,744,642 shares of the company’s stock valued at $669,542,000 after purchasing an additional 1,898,484 shares during the last quarter. Finally, Bank of New York Mellon Corp grew its holdings in iShares Core U.S. Aggregate Bond ETF by 12.7% during the first quarter. Bank of New York Mellon Corp now owns 6,649,043 shares of the company’s stock worth $660,051,000 after purchasing an additional 750,257 shares during the period. Institutional investors 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 traded down $0.07 during midday trading on Friday, reaching $96.55. 11,643,365 shares of the company’s stock were exchanged, compared to its average volume of 9,771,159. The stock’s 50-day simple moving average is $95.71 and its 200 day simple moving average is $98.16. The firm has a market cap of $139.35 billion, a price-to-earnings ratio of 124.57 and a beta of 0.26. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $93.83 and a 52 week 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.