iShares Core U.S. Aggregate Bond ETF $AGG is Walker Financial Services Inc.’s 6th Largest Position

Walker Financial Services Inc. decreased its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 65.6% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 157,355 shares of the company’s stock after selling 300,426 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for approximately 6.1% of Walker Financial Services Inc.’s portfolio, making the stock its 6th largest position. Walker Financial Services Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $15,775,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of the company. Angeles Investment Advisors LLC acquired a new position in iShares Core U.S. Aggregate Bond ETF during the 2nd quarter worth $26,000. North Ridge Wealth Advisors Inc. acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF during the second quarter worth about $29,000. Transce3nd LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 84.7% during the second quarter. Transce3nd LLC now owns 484 shares of the company’s stock worth $48,000 after buying an additional 222 shares during the period. GAMMA Investing LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 509.3% during the third quarter. GAMMA Investing LLC now owns 524 shares of the company’s stock worth $53,000 after buying an additional 438 shares during the period. Finally, IMA Advisory Services Inc. purchased a new position in iShares Core U.S. Aggregate Bond ETF in the second quarter worth approximately $60,000. 83.63% of the stock is owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA AGG opened at $100.10 on Wednesday. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $95.74 and a 1 year high of $101.35. The business has a 50-day moving average of $100.44 and a two-hundred day moving average of $99.52. The company has a market capitalization of $134.70 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25.

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.