iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) is Smith & Howard Wealth Management LLC’s Largest Position

Smith & Howard Wealth Management LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 2.9% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 610,636 shares of the company’s stock after acquiring an additional 17,152 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises approximately 16.7% of Smith & Howard Wealth Management LLC’s portfolio, making the stock its biggest holding. Smith & Howard Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $59,171,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of the business. Professional Financial Advisors LLC increased its position 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 purchased 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 increased its position 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 increased its position 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 increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 1,845.5% in the third quarter. World Investment Advisors LLC now owns 320,965 shares of the company’s stock valued at $32,037,000 after buying an additional 304,467 shares in the last quarter. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.5 %

AGG opened at $98.82 on Tuesday. The firm has a market cap of $124.51 billion, a P/E ratio of 125.24 and a beta of 0.20. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $94.85 and a 52 week high of $102.04. The business’s fifty day simple moving average is $97.46 and its 200 day simple moving average is $98.64.

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.