Watershed Private Wealth LLC Grows Position in iShares Core U.S. Aggregate Bond ETF $AGG

Watershed Private Wealth LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 3.9% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 164,297 shares of the company’s stock after buying an additional 6,184 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up approximately 5.2% of Watershed Private Wealth LLC’s portfolio, making the stock its 3rd largest holding. Watershed Private Wealth LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $16,471,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in the stock. Cultivar Capital Inc. grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 3.3% during the 3rd quarter. Cultivar Capital Inc. now owns 239,111 shares of the company’s stock worth $23,971,000 after acquiring an additional 7,750 shares during the period. Ellenbecker Investment Group lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 8.5% during the third quarter. Ellenbecker Investment Group now owns 648,841 shares of the company’s stock valued at $65,046,000 after purchasing an additional 50,564 shares during the last quarter. Fulton Breakefield Broenniman LLC boosted its position in iShares Core U.S. Aggregate Bond ETF by 1.9% during the third quarter. Fulton Breakefield Broenniman LLC now owns 384,827 shares of the company’s stock worth $38,579,000 after purchasing an additional 7,345 shares during the period. Calamos Wealth Management LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 6.6% in the third quarter. Calamos Wealth Management LLC now owns 147,983 shares of the company’s stock worth $14,835,000 after purchasing an additional 9,119 shares in the last quarter. Finally, Ally Invest Advisors Inc. increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 5.5% in the second quarter. Ally Invest Advisors Inc. now owns 163,385 shares of the company’s stock worth $16,208,000 after purchasing an additional 8,493 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 Trading Down 0.2%

Shares of AGG stock opened at $99.88 on Friday. The firm’s 50 day moving average is $100.25 and its 200 day moving average is $99.68. The stock has a market capitalization of $134.41 billion, a P/E ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $95.74 and a 12 month high of $101.35.

About iShares Core U.S. Aggregate Bond ETF

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.