Rothschild Wealth LLC Increases Stock Position in iShares Core U.S. Aggregate Bond ETF $AGG

Rothschild Wealth LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 14.6% in the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 136,710 shares of the company’s stock after buying an additional 17,399 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for approximately 1.3% of Rothschild Wealth LLC’s portfolio, making the stock its 12th largest position. Rothschild Wealth LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $13,655,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in the business. Main Management LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 8.8% in the fourth quarter. Main Management LLC now owns 75,780 shares of the company’s stock valued at $7,569,000 after buying an additional 6,108 shares during the last quarter. Elm Partners Management LLC grew its position in iShares Core U.S. Aggregate Bond ETF by 60.4% during the fourth quarter. Elm Partners Management LLC now owns 291,724 shares of the company’s stock worth $29,137,000 after buying an additional 109,813 shares during the period. Waterloo Capital L.P. grew its position in iShares Core U.S. Aggregate Bond ETF by 2.1% during the fourth quarter. Waterloo Capital L.P. now owns 62,329 shares of the company’s stock worth $6,225,000 after buying an additional 1,289 shares during the period. Founders Financial Securities LLC grew its position in iShares Core U.S. Aggregate Bond ETF by 21.6% during the fourth quarter. Founders Financial Securities LLC now owns 276,577 shares of the company’s stock worth $27,624,000 after buying an additional 49,064 shares during the period. Finally, Turn8 Private Wealth Inc. grew its position in iShares Core U.S. Aggregate Bond ETF by 0.8% during the fourth quarter. Turn8 Private Wealth Inc. now owns 25,256 shares of the company’s stock worth $2,523,000 after buying an additional 211 shares during the period. 83.63% of the stock is owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

AGG stock opened at $99.06 on Monday. The company’s 50 day simple moving average is $99.02 and its 200-day simple moving average is $99.80. The firm has a market capitalization of $135.35 billion, a PE ratio of 124.57 and a beta of 0.26. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $97.23 and a 12 month 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.