Private Client Services LLC Has $7.75 Million Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Private Client Services LLC lifted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 12.3% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 77,552 shares of the company’s stock after purchasing an additional 8,518 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for about 2.4% of Private Client Services LLC’s holdings, making the stock its 8th largest holding. Private Client Services LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $7,746,000 at the end of the most recent reporting period.

A number of other hedge funds also recently bought and sold shares of AGG. Rothschild Investment LLC raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 4.4% during the third quarter. Rothschild Investment LLC now owns 2,441 shares of the company’s stock worth $245,000 after acquiring an additional 102 shares in the last quarter. Woodside Wealth Management LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.7% in 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 in the last quarter. Realta Investment Advisors raised its position in iShares Core U.S. Aggregate Bond ETF by 0.9% in the 3rd quarter. Realta Investment Advisors now owns 11,327 shares of the company’s stock worth $1,135,000 after purchasing an additional 105 shares during the period. Pathway Financial Advisors LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF by 0.8% in the third quarter. Pathway Financial Advisors LLC now owns 14,255 shares of the company’s stock worth $1,429,000 after purchasing an additional 109 shares during the last quarter. Finally, Invera Wealth Advisors LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF by 0.5% in the third quarter. Invera Wealth Advisors LLC now owns 24,356 shares of the company’s stock worth $2,442,000 after purchasing an additional 112 shares during the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Down 0.8%

NYSEARCA AGG opened at $98.66 on Friday. The company has a 50-day simple moving average of $100.23 and a two-hundred day simple moving average of $100.27. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $96.15 and a 12-month high of $101.46. The firm has a market cap 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 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.