iShares Core U.S. Aggregate Bond ETF $AGG Stake Decreased by Robertson Stephens Wealth Management LLC

Robertson Stephens Wealth Management LLC cut its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 12.9% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 620,579 shares of the company’s stock after selling 91,514 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for 1.4% of Robertson Stephens Wealth Management LLC’s portfolio, making the stock its 14th biggest holding. Robertson Stephens Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $58,670,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Main Street Group LTD acquired a new position in iShares Core U.S. Aggregate Bond ETF in the 1st quarter valued at approximately $30,000. Investors Research Corp lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 73.4% in the 2nd quarter. Investors Research Corp now owns 352 shares of the company’s stock worth $35,000 after acquiring an additional 149 shares during the period. Signature Equity Partners LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 182.9% during the 1st quarter. Signature Equity Partners LLC now owns 413 shares of the company’s stock worth $41,000 after purchasing an additional 267 shares in the last quarter. Downshift Financial LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 306.9% during the 3rd quarter. Downshift Financial LLC now owns 415 shares of the company’s stock worth $39,000 after purchasing an additional 313 shares in the last quarter. Finally, Steph & Co. acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 3rd quarter worth approximately $40,000. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Trading Down 0.0%

AGG opened at $95.38 on Friday. The stock has a market cap of $138.48 billion, a PE ratio of 124.57 and a beta of 0.26. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $93.83 and a 1 year high of $101.46. The stock’s 50 day simple moving average is $96.16 and its 200-day simple moving average is $97.77.

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.