iShares Core U.S. Aggregate Bond ETF $AGG is WealthNavi Inc.’s 3rd Largest Position

WealthNavi Inc. grew its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 7.2% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 11,159,114 shares of the company’s stock after purchasing an additional 747,366 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up about 9.8% of WealthNavi Inc.’s holdings, making the stock its 3rd largest position. WealthNavi Inc. owned about 0.82% of iShares Core U.S. Aggregate Bond ETF worth $1,114,572,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also made changes to their positions in the company. Brighton Jones LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF by 238.0% in the fourth quarter. Brighton Jones LLC now owns 9,984 shares of the company’s stock valued at $967,000 after buying an additional 7,030 shares in the last quarter. Revolve Wealth Partners LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 50.0% in the 4th quarter. Revolve Wealth Partners LLC now owns 9,127 shares of the company’s stock worth $884,000 after acquiring an additional 3,044 shares during the period. Russell Investments Group Ltd. acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 2nd quarter worth approximately $111,000. Loomis Sayles & Co. L P increased its stake in iShares Core U.S. Aggregate Bond ETF by 6,265.9% in the 2nd quarter. Loomis Sayles & Co. L P now owns 132,411 shares of the company’s stock valued at $13,135,000 after purchasing an additional 130,331 shares in the last quarter. Finally, Schroder Investment Management Group raised its holdings in iShares Core U.S. Aggregate Bond ETF by 3.1% during the second quarter. Schroder Investment Management Group now owns 163,852 shares of the company’s stock worth $16,189,000 after purchasing an additional 4,926 shares during the last quarter. 83.63% of the stock is owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Stock Performance

AGG opened at $99.04 on Tuesday. The company has a market cap of $136.87 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a one year low of $96.15 and a one year high of $101.46. The business’s fifty day moving average is $100.07 and its two-hundred day moving average is $100.23.

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.