Endeavor Private Wealth Inc. Has $4.65 Million Stake in iShares Core U.S. Aggregate Bond ETF $AGG

Endeavor Private Wealth Inc. trimmed its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 16.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 46,541 shares of the company’s stock after selling 9,418 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for 1.3% of Endeavor Private Wealth Inc.’s holdings, making the stock its 19th largest position. Endeavor Private Wealth Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $4,648,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Mercer Global Advisors Inc. ADV raised its position in iShares Core U.S. Aggregate Bond ETF by 17.5% during the third quarter. Mercer Global Advisors Inc. ADV now owns 33,227,135 shares of the company’s stock valued at $3,331,020,000 after purchasing an additional 4,942,715 shares in the last quarter. Constellation Investments Inc. raised its position in iShares Core U.S. Aggregate Bond ETF by 70.2% during the fourth quarter. Constellation Investments Inc. now owns 7,062,919 shares of the company’s stock valued at $705,444,000 after purchasing an additional 2,914,000 shares in the last quarter. Valpey Financial Services LLC raised its position in iShares Core U.S. Aggregate Bond ETF by 9,942.1% during the fourth quarter. Valpey Financial Services LLC now owns 2,872,830 shares of the company’s stock valued at $286,938,000 after purchasing an additional 2,844,222 shares in the last quarter. Bank of America Corp DE raised its position in iShares Core U.S. Aggregate Bond ETF by 5.5% during the third quarter. Bank of America Corp DE now owns 46,326,160 shares of the company’s stock valued at $4,644,198,000 after purchasing an additional 2,423,410 shares in the last quarter. Finally, United Services Automobile Association raised its position in iShares Core U.S. Aggregate Bond ETF by 70.1% during the second quarter. United Services Automobile Association now owns 5,022,980 shares of the company’s stock valued at $498,280,000 after purchasing an additional 2,069,200 shares in the last quarter. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of AGG opened at $98.17 on Monday. iShares Core U.S. Aggregate Bond ETF has a one year low of $97.25 and a one year high of $101.46. The company has a market cap of $134.13 billion, a P/E ratio of 124.57 and a beta of 0.25. The firm has a 50 day simple moving average of $98.98 and a two-hundred day simple moving average of $99.74.

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.