Independent Solutions Wealth Management LLC decreased its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 4.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 111,580 shares of the company’s stock after selling 5,574 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for 2.0% of Independent Solutions Wealth Management LLC’s portfolio, making the stock its 9th largest position. Independent Solutions Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $11,145,000 as of its most recent filing with the Securities and Exchange Commission.
Several other hedge funds have also made changes to their positions in AGG. Kampmann Melissa S. increased its position in iShares Core U.S. Aggregate Bond ETF by 1.0% in the 4th quarter. Kampmann Melissa S. now owns 10,508 shares of the company’s stock valued at $1,051,000 after acquiring an additional 100 shares during the period. Rothschild Investment LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 4.4% during the 3rd quarter. Rothschild Investment LLC now owns 2,441 shares of the company’s stock valued at $245,000 after purchasing an additional 102 shares during the period. Woodside Wealth Management LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.7% during the 3rd quarter. Woodside Wealth Management LLC now owns 6,241 shares of the company’s stock valued at $626,000 after purchasing an additional 104 shares during the period. Stephens Consulting LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 9.4% during the 4th quarter. Stephens Consulting LLC now owns 1,288 shares of the company’s stock valued at $129,000 after purchasing an additional 111 shares during the period. Finally, Hoge Financial Services LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.3% during the 4th quarter. Hoge Financial Services LLC now owns 8,521 shares of the company’s stock valued at $851,000 after purchasing an additional 111 shares during the period. Institutional investors own 83.63% of the company’s stock.
iShares Core U.S. Aggregate Bond ETF Stock Performance
Shares of AGG stock opened at $98.02 on Friday. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $96.66 and a 1 year high of $101.46. The stock has a market cap of $133.92 billion, a PE ratio of 124.57 and a beta of 0.26. The business’s fifty day moving average is $99.29 and its 200-day moving average is $99.94.
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.
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