North Berkeley Wealth Management LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 66.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 38,310 shares of the company’s stock after purchasing an additional 15,356 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up approximately 2.3% of North Berkeley Wealth Management LLC’s investment portfolio, making the stock its 14th largest holding. North Berkeley Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $3,826,000 as of its most recent SEC filing.
A number of other institutional investors have also made changes to their positions in AGG. Mercer Global Advisors Inc. ADV raised its position in shares of 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 valued at $3,331,020,000 after acquiring an additional 4,942,715 shares during the period. Constellation Investments Inc. raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 70.2% in the 4th 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. Valpey Financial Services LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 9,942.1% in the 4th quarter. Valpey Financial Services LLC now owns 2,872,830 shares of the company’s stock valued at $286,938,000 after acquiring an additional 2,844,222 shares during the period. Bank of America Corp DE raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 5.5% in the 3rd 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. Finally, United Services Automobile Association raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 70.1% in the 2nd 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 during the period. 83.63% of the stock is owned by institutional investors and hedge funds.
iShares Core U.S. Aggregate Bond ETF Price Performance
Shares of NYSEARCA:AGG opened at $98.50 on Thursday. The company has a market capitalization of $134.58 billion, a price-to-earnings ratio of 124.57 and a beta of 0.26. The firm’s 50 day simple moving average is $99.00 and its 200 day simple moving average is $99.76. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $97.25 and a fifty-two week high of $101.46.
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.
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