iShares Core U.S. Aggregate Bond ETF $AGG Shares Bought by XML Financial LLC
by Tristan Rich · The Markets DailyXML Financial LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 16.2% in the fourth quarter, HoldingsChannel reports. The fund owned 63,505 shares of the company’s stock after purchasing an additional 8,863 shares during the quarter. XML Financial LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $6,343,000 at the end of the most recent reporting period.
A number of other institutional investors also recently made changes to their positions in the stock. Kampmann Melissa S. lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.0% in the 4th quarter. Kampmann Melissa S. now owns 10,508 shares of the company’s stock worth $1,051,000 after acquiring an additional 100 shares during the period. Rothschild Investment LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 4.4% in the 3rd quarter. Rothschild Investment LLC now owns 2,441 shares of the company’s stock worth $245,000 after acquiring an additional 102 shares during the period. Woodside Wealth Management LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.7% in the 3rd quarter. Woodside Wealth Management LLC now owns 6,241 shares of the company’s stock worth $626,000 after acquiring an additional 104 shares during the period. Stephens Consulting LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 9.4% in the 4th quarter. Stephens Consulting LLC now owns 1,288 shares of the company’s stock worth $129,000 after acquiring an additional 111 shares during the period. Finally, Hoge Financial Services LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.3% in the 4th quarter. Hoge Financial Services LLC now owns 8,521 shares of the company’s stock worth $851,000 after acquiring an additional 111 shares during the period. 83.63% of the stock is owned by institutional investors and hedge funds.
iShares Core U.S. Aggregate Bond ETF Trading Down 0.5%
Shares of NYSEARCA:AGG opened at $98.17 on Friday. The company has a 50 day moving average of $98.98 and a 200-day moving average of $99.74. The firm has a market cap of $134.13 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 $97.25 and a twelve month high of $101.46.
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.
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