TD Private Client Wealth LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 48.3% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 378,602 shares of the company’s stock after acquiring an additional 123,239 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up approximately 1.0% of TD Private Client Wealth LLC’s holdings, making the stock its 21st biggest position. TD Private Client Wealth LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $36,686,000 at the end of the most recent reporting period.
Several other hedge funds and other institutional investors also recently added to or reduced their stakes in AGG. Diversified Enterprises LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 6.6% in the fourth quarter. Diversified Enterprises LLC now owns 122,104 shares of the company’s stock worth $11,832,000 after purchasing an additional 7,526 shares during the period. Professional Financial Advisors LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 1.3% in the 4th quarter. Professional Financial Advisors LLC now owns 664,736 shares of the company’s stock worth $64,413,000 after buying an additional 8,242 shares during the period. Fairvoy Private Wealth LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth $12,479,000. WealthTrust Asset Management LLC raised its holdings in iShares Core U.S. Aggregate Bond ETF by 0.3% during the fourth quarter. WealthTrust Asset Management LLC now owns 59,467 shares of the company’s stock valued at $5,762,000 after acquiring an additional 198 shares during the period. Finally, Kingsview Wealth Management LLC lifted 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 acquiring an additional 339,637 shares in the last quarter. 83.63% of the stock is owned by hedge funds and other institutional investors.
iShares Core U.S. Aggregate Bond ETF Trading Up 0.1 %
NYSEARCA:AGG opened at $98.86 on Friday. The stock has a 50-day moving average price of $97.75 and a 200 day moving average price of $98.55. The stock has a market capitalization of $125.55 billion, a P/E ratio of 125.34 and a beta of 0.22. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $94.85 and a 12-month high of $102.04.
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.
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