iShares Core U.S. Aggregate Bond ETF $AGG Stock Position Lifted by Rebalance LLC

Rebalance LLC raised its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 4.7% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,419,940 shares of the company’s stock after purchasing an additional 63,912 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for 8.3% of Rebalance LLC’s investment portfolio, making the stock its 4th largest position. Rebalance LLC owned approximately 0.10% of iShares Core U.S. Aggregate Bond ETF worth $141,824,000 as of its most recent SEC filing.

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

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of AGG opened at $99.04 on Tuesday. The firm has a market cap of $136.87 billion, a PE ratio of 124.57 and a beta of 0.25. The stock’s fifty day moving average price is $100.07 and its two-hundred day moving average price is $100.23. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $96.15 and a 1 year high of $101.46.

iShares Core U.S. Aggregate Bond ETF 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.