iShares Core U.S. Aggregate Bond ETF $AGG Stock: Ritholtz Wealth Management Raises Position

Ritholtz Wealth Management grew its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 2.0% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,308,293 shares of the company’s stock after purchasing an additional 25,060 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises about 1.8% of Ritholtz Wealth Management’s holdings, making the stock its 12th largest position. Ritholtz Wealth Management owned approximately 0.09% of iShares Core U.S. Aggregate Bond ETF worth $123,686,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently made changes to their positions in AGG. UNIVEST FINANCIAL Corp acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the third quarter valued at approximately $220,000. Joel Isaacson & Co. LLC acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 3rd quarter worth $403,000. Jacobi Capital Management LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 69.2% during the 3rd quarter. Jacobi Capital Management LLC now owns 12,399 shares of the company’s stock worth $1,172,000 after purchasing an additional 5,072 shares during the last quarter. International Private Wealth Advisors LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 99.0% during the 3rd quarter. International Private Wealth Advisors LLC now owns 36,112 shares of the company’s stock worth $3,414,000 after purchasing an additional 17,968 shares during the last quarter. Finally, First Command Advisory Services Inc. raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 81.7% during the 3rd quarter. First Command Advisory Services Inc. now owns 7,711 shares of the company’s stock valued at $729,000 after purchasing an additional 3,467 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 Trading Down 0.0%

iShares Core U.S. Aggregate Bond ETF stock opened at $95.84 on Thursday. The company has a market capitalization of $138.13 billion, a P/E ratio of 124.57 and a beta of 0.26. The firm’s fifty day simple moving average is $95.64 and its 200-day simple moving average is $98.10. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $93.83 and a 1-year high of $101.46.

About iShares Core U.S. Aggregate Bond ETF

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.