iShares Core U.S. Aggregate Bond ETF $AGG is U S Wealth Group LLC.’s 4th Largest Position

U S Wealth Group LLC. cut its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 2.6% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 80,443 shares of the company’s stock after selling 2,174 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up about 6.3% of U S Wealth Group LLC.’s investment portfolio, making the stock its 4th largest position. U S Wealth Group LLC.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $7,957,000 at the end of the most recent quarter.

A number of other hedge funds also recently added to or reduced their stakes in AGG. RWA Wealth Partners LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF by 8,534.9% in the first quarter. RWA Wealth Partners LLC now owns 4,916,363 shares of the company’s stock worth $486,327,000 after acquiring an additional 4,859,427 shares during the period. Raymond James Financial Inc. lifted its stake in iShares Core U.S. Aggregate Bond ETF by 4.4% in the first quarter. Raymond James Financial Inc. now owns 81,294,683 shares of the company’s stock worth $8,041,669,000 after acquiring an additional 3,421,606 shares during the period. Goldman Sachs Group Inc. lifted its stake in iShares Core U.S. Aggregate Bond ETF by 13.9% in the first quarter. Goldman Sachs Group Inc. now owns 21,095,135 shares of the company’s stock worth $2,086,731,000 after acquiring an additional 2,567,446 shares during the period. Northern Trust Corp lifted its stake in iShares Core U.S. Aggregate Bond ETF by 14.4% in the first quarter. Northern Trust Corp now owns 16,884,474 shares of the company’s stock worth $1,670,212,000 after acquiring an additional 2,120,169 shares during the period. Finally, Betterment LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF by 10.0% in the first quarter. Betterment LLC now owns 21,876,462 shares of the company’s stock worth $2,164,020,000 after acquiring an additional 1,983,074 shares during the period. 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 $100.10 on Friday. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $95.74 and a 1-year high of $102.04. The stock’s 50-day moving average is $98.82 and its 200 day moving average is $98.37. The company has a market cap of $129.88 billion, a P/E ratio of 124.57 and a beta of 0.12.

iShares Core U.S. Aggregate Bond ETF Company 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.