Kingswood Wealth Advisors LLC Increases Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Kingswood Wealth Advisors LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 92.1% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 109,257 shares of the company’s stock after purchasing an additional 52,382 shares during the period. Kingswood Wealth Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $10,913,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently added to or reduced their stakes in the business. Cultivar Capital Inc. lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 3.3% in the 3rd quarter. Cultivar Capital Inc. now owns 239,111 shares of the company’s stock worth $23,971,000 after buying an additional 7,750 shares in the last quarter. Ellenbecker Investment Group lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 8.5% in the 3rd quarter. Ellenbecker Investment Group now owns 648,841 shares of the company’s stock worth $65,046,000 after buying an additional 50,564 shares in the last quarter. CX Institutional lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 205.4% in the 3rd quarter. CX Institutional now owns 157,491 shares of the company’s stock worth $15,788,000 after buying an additional 105,924 shares in the last quarter. Fulton Breakefield Broenniman LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 1.9% in the 3rd quarter. Fulton Breakefield Broenniman LLC now owns 384,827 shares of the company’s stock worth $38,579,000 after buying an additional 7,345 shares in the last quarter. Finally, CVA Family Office LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 8.2% in the 3rd quarter. CVA Family Office LLC now owns 113,857 shares of the company’s stock worth $11,414,000 after buying an additional 8,593 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 Price Performance

Shares of AGG stock opened at $99.47 on Wednesday. The firm has a market capitalization of $135.86 billion, a P/E ratio of 124.57 and a beta of 0.27. The company’s fifty day moving average price is $99.88 and its two-hundred day moving average price is $100.12. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $96.66 and a 12 month 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.