Retirement Wealth Solutions LLC Boosts Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Retirement Wealth Solutions LLC boosted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 0.5% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 21,591 shares of the company’s stock after purchasing an additional 116 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises 1.7% of Retirement Wealth Solutions LLC’s investment portfolio, making the stock its 18th biggest position. Retirement Wealth Solutions LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $2,136,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of the company. Jones Financial Companies Lllp lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 6.1% during the 4th quarter. Jones Financial Companies Lllp now owns 128,947,585 shares of the company’s stock worth $12,495,021,000 after acquiring an additional 7,463,618 shares during the last quarter. Raymond James Financial Inc. bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth $7,545,901,000. Wells Fargo & Company MN lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 5.9% during the 4th quarter. Wells Fargo & Company MN now owns 53,836,254 shares of the company’s stock worth $5,216,733,000 after acquiring an additional 3,007,758 shares during the last quarter. Envestnet Asset Management Inc. lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 5.6% during the 4th quarter. Envestnet Asset Management Inc. now owns 51,597,816 shares of the company’s stock worth $4,999,828,000 after acquiring an additional 2,718,705 shares during the last quarter. Finally, Bank of America Corp DE lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 9.9% during the 4th quarter. Bank of America Corp DE now owns 43,758,246 shares of the company’s stock worth $4,240,174,000 after acquiring an additional 3,944,353 shares during the last quarter. 83.63% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

NYSEARCA AGG opened at $97.94 on Friday. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $95.63 and a 52-week high of $102.04. The company has a market capitalization of $123.40 billion, a P/E ratio of 124.57 and a beta of 0.25. The company has a fifty day moving average of $97.94 and a 200-day moving average of $97.83.

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.