iShares Core U.S. Aggregate Bond ETF $AGG Stock Sold by Robertson Stephens Wealth Management LLC

Robertson Stephens Wealth Management LLC lessened its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 12.9% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 620,579 shares of the company’s stock after selling 91,514 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up 1.4% of Robertson Stephens Wealth Management LLC’s portfolio, making the stock its 14th biggest position. Robertson Stephens Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $58,670,000 as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in AGG. Lee Financial Co bought a new position in iShares Core U.S. Aggregate Bond ETF during the third quarter worth about $1,059,000. Alpine Bank Wealth Management bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 3rd quarter valued at approximately $427,000. CWS Financial Advisors LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 3rd quarter valued at approximately $238,000. Aull & Monroe Investment Management Corp bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 3rd quarter valued at approximately $294,000. Finally, Intergy Private Wealth LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 6.5% in the 3rd quarter. Intergy Private Wealth LLC now owns 45,901 shares of the company’s stock worth $4,340,000 after buying an additional 2,799 shares in the last quarter. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Down 0.0%

Shares of AGG opened at $95.38 on Friday. The stock has a market cap of $138.48 billion, a PE ratio of 124.57 and a beta of 0.26. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $93.83 and a 1 year high of $101.46. The stock has a 50 day simple moving average of $96.16 and a 200-day simple moving average of $97.77.

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.