REDW Wealth LLC Grows Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

REDW Wealth LLC boosted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 384.8% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 72,449 shares of the company’s stock after acquiring an additional 57,505 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for about 2.4% of REDW Wealth LLC’s holdings, making the stock its 11th biggest holding. REDW Wealth LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $7,020,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Raymond James Financial Inc. purchased a new stake in iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth about $7,545,901,000. Arizona PSPRS Trust purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF during the third quarter worth about $822,973,000. Jones Financial Companies Lllp boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 6.1% in the 4th quarter. Jones Financial Companies Lllp now owns 128,947,585 shares of the company’s stock valued at $12,495,021,000 after purchasing an additional 7,463,618 shares during the period. United Services Automobile Association grew its stake in iShares Core U.S. Aggregate Bond ETF by 105.8% during the 3rd quarter. United Services Automobile Association now owns 9,129,161 shares of the company’s stock worth $924,510,000 after buying an additional 4,694,299 shares during the last quarter. Finally, Constellation Investments Inc. acquired a new position in iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth approximately $431,100,000. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Down 0.1 %

Shares of NYSEARCA AGG opened at $98.35 on Monday. The stock has a market cap of $123.92 billion, a P/E ratio of 125.24 and a beta of 0.20. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $94.85 and a twelve month high of $102.04. The stock has a 50 day moving average of $97.42 and a two-hundred day moving average of $98.65.

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.