REDW Wealth LLC Has $7.15 Million Stock Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

REDW Wealth LLC cut its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 8.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 71,583 shares of the company’s stock after selling 6,831 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises 2.7% of REDW Wealth LLC’s portfolio, making the stock its 10th largest holding. REDW Wealth LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $7,150,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently modified their holdings of the company. Mercer Global Advisors Inc. ADV boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 17.5% in the 3rd quarter. Mercer Global Advisors Inc. ADV now owns 33,227,135 shares of the company’s stock worth $3,331,020,000 after buying an additional 4,942,715 shares during the period. Constellation Investments Inc. raised its holdings in iShares Core U.S. Aggregate Bond ETF by 70.2% during the fourth quarter. Constellation Investments Inc. now owns 7,062,919 shares of the company’s stock valued at $705,444,000 after acquiring an additional 2,914,000 shares during the period. Bank of America Corp DE raised its holdings in iShares Core U.S. Aggregate Bond ETF by 5.5% during the third quarter. Bank of America Corp DE now owns 46,326,160 shares of the company’s stock valued at $4,644,198,000 after acquiring an additional 2,423,410 shares during the period. United Services Automobile Association lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 70.1% in the second quarter. United Services Automobile Association now owns 5,022,980 shares of the company’s stock valued at $498,280,000 after acquiring an additional 2,069,200 shares in the last quarter. Finally, Raymond James Financial Inc. boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 2.5% in the third quarter. Raymond James Financial Inc. now owns 79,246,704 shares of the company’s stock worth $7,944,482,000 after acquiring an additional 1,911,414 shares during the period. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Down 0.2%

NYSEARCA AGG opened at $99.45 on Friday. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $96.66 and a twelve month high of $101.46. The business has a 50-day moving average price of $99.84 and a 200-day moving average price of $100.12. The firm has a market cap of $135.85 billion, a price-to-earnings ratio of 124.57 and a beta of 0.27.

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.