Smith & Howard Wealth Management LLC Has $13.14 Million Position in iShares Core U.S. Aggregate Bond ETF $AGG

Smith & Howard Wealth Management LLC reduced its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 3.8% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 131,593 shares of the company’s stock after selling 5,245 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises 3.0% of Smith & Howard Wealth Management LLC’s investment portfolio, making the stock its 9th largest position. Smith & Howard Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $13,144,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also recently made changes to their positions in AGG. CX Institutional raised its position in iShares Core U.S. Aggregate Bond ETF by 205.4% during the 3rd quarter. CX Institutional now owns 157,491 shares of the company’s stock valued at $15,788,000 after purchasing an additional 105,924 shares during the last quarter. CENTRAL TRUST Co grew its stake in iShares Core U.S. Aggregate Bond ETF by 62.1% in the third quarter. CENTRAL TRUST Co now owns 22,762 shares of the company’s stock worth $2,282,000 after purchasing an additional 8,723 shares during the period. CVA Family Office LLC grew its stake in iShares Core U.S. Aggregate Bond ETF by 8.2% in the third quarter. CVA Family Office LLC now owns 113,857 shares of the company’s stock worth $11,414,000 after purchasing an additional 8,593 shares during the period. Bay Colony Advisory Group Inc d b a Bay Colony Advisors raised its holdings in iShares Core U.S. Aggregate Bond ETF by 334.7% in the third quarter. Bay Colony Advisory Group Inc d b a Bay Colony Advisors now owns 28,994 shares of the company’s stock worth $2,907,000 after purchasing an additional 22,324 shares in the last quarter. Finally, Alliance Wealth Management Group raised its holdings in iShares Core U.S. Aggregate Bond ETF by 28.0% in the third quarter. Alliance Wealth Management Group now owns 141,995 shares of the company’s stock worth $14,235,000 after purchasing an additional 31,026 shares in the last quarter. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $98.77 on Wednesday. The company has a 50-day moving average of $99.63 and a 200 day moving average of $100.06. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $96.66 and a 1 year high of $101.46. The firm has a market cap of $134.95 billion, a price-to-earnings ratio of 124.57 and a beta of 0.26.

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.