Epiq Partners LLC Has $7.59 Million Stock Position in iShares Core U.S. Aggregate Bond ETF $AGG

Epiq Partners LLC decreased its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 16.1% during the 4th quarter, Holdings Channel reports. The institutional investor owned 75,996 shares of the company’s stock after selling 14,570 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises approximately 3.5% of Epiq Partners LLC’s holdings, making the stock its 8th largest position. Epiq Partners LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $7,590,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. DecisionMap Wealth Management LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 7.5% in the 4th quarter. DecisionMap Wealth Management LLC now owns 32,901 shares of the company’s stock worth $3,286,000 after acquiring an additional 2,303 shares during the period. Private Client Services LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 12.3% during the fourth quarter. Private Client Services LLC now owns 77,552 shares of the company’s stock valued at $7,746,000 after acquiring an additional 8,518 shares during the period. TruWealth Advisors LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 5.5% during the fourth quarter. TruWealth Advisors LLC now owns 126,909 shares of the company’s stock valued at $12,676,000 after acquiring an additional 6,673 shares during the period. TCP Asset Management LLC raised its holdings in iShares Core U.S. Aggregate Bond ETF by 6.5% during the fourth quarter. TCP Asset Management LLC now owns 120,338 shares of the company’s stock worth $12,019,000 after purchasing an additional 7,388 shares in the last quarter. Finally, QP Wealth Management LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth approximately $216,000. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

AGG opened at $98.66 on Friday. The business has a 50 day moving average price of $100.23 and a two-hundred day moving average price of $100.27. The company has a market capitalization of $136.35 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. 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.