iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Stake Boosted by Robertson Stephens Wealth Management LLC

Robertson Stephens Wealth Management LLC lifted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 1.0% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 377,680 shares of the company’s stock after buying an additional 3,586 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises 1.3% of Robertson Stephens Wealth Management LLC’s investment portfolio, making the stock its 12th largest holding. Robertson Stephens Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $37,360,000 at the end of the most recent reporting period.

Other large investors also recently made changes to their positions in the company. Bradley & Co. Private Wealth Management LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth $25,000. Greenline Partners LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at about $31,000. Bank of Jackson Hole Trust bought a new stake in iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at about $35,000. Godsey & Gibb Inc. bought a new stake in iShares Core U.S. Aggregate Bond ETF during the first quarter valued at about $46,000. Finally, Curio Wealth LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at about $50,000. Institutional investors own 83.63% of the company’s stock.

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

Shares of NYSEARCA:AGG opened at $97.76 on Tuesday. The business has a 50 day moving average price of $97.76 and a 200 day moving average price of $97.79. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $95.74 and a twelve month high of $102.04. The company has a market cap of $124.16 billion, a price-to-earnings ratio of 124.57 and a beta of 0.24.

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.