GenTrust LLC Has $131.06 Million Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

GenTrust LLC lifted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGGFree Report) by 0.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,352,485 shares of the company’s stock after buying an additional 3,335 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises approximately 5.7% of GenTrust LLC’s holdings, making the stock its 2nd biggest position. GenTrust LLC owned approximately 0.11% of iShares Core U.S. Aggregate Bond ETF worth $131,056,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Professional Financial Advisors LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.3% in the fourth quarter. Professional Financial Advisors LLC now owns 664,736 shares of the company’s stock valued at $64,413,000 after buying an additional 8,242 shares in the last quarter. Fairvoy Private Wealth LLC bought a new position in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at $12,479,000. Kingsview Wealth Management LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 35.9% in the fourth quarter. Kingsview Wealth Management LLC now owns 1,286,651 shares of the company’s stock valued at $124,676,000 after buying an additional 339,637 shares in the last quarter. Drucker Wealth 3.0 LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 6.3% in the third quarter. Drucker Wealth 3.0 LLC now owns 5,724 shares of the company’s stock valued at $580,000 after buying an additional 340 shares in the last quarter. Finally, World Investment Advisors LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 1,845.5% during the 3rd quarter. World Investment Advisors LLC now owns 320,965 shares of the company’s stock valued at $32,037,000 after purchasing an additional 304,467 shares during the last quarter. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $98.96 on Thursday. The business has a fifty day simple moving average of $97.14 and a two-hundred day simple moving average of $98.73. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $94.85 and a 1 year high of $102.04. The company has a market capitalization of $124.69 billion, a price-to-earnings ratio of 125.24 and a beta of 0.20.

About iShares Core U.S. Aggregate Bond ETF

(Free Report)

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.

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Institutional Ownership by Quarter for iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

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