Private Client Services LLC Buys New Shares in iShares Core U.S. Aggregate Bond ETF $AGG

Private Client Services LLC purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 81,544 shares of the company’s stock, valued at approximately $7,709,000. iShares Core U.S. Aggregate Bond ETF accounts for about 2.1% of Private Client Services LLC’s holdings, making the stock its 11th largest holding.

A number of other institutional investors also recently bought and sold shares of the stock. Verus Wealth Management LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.3% during the first quarter. Verus Wealth Management LLC now owns 8,057 shares of the company’s stock worth $800,000 after purchasing an additional 106 shares during the last quarter. Childress Capital Advisors LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.0% in the 1st quarter. Childress Capital Advisors LLC now owns 10,646 shares of the company’s stock worth $1,057,000 after purchasing an additional 107 shares during the period. Fortitude Advisory Group L.L.C. boosted its position in iShares Core U.S. Aggregate Bond ETF by 1.3% during the 2nd quarter. Fortitude Advisory Group L.L.C. now owns 8,566 shares of the company’s stock valued at $848,000 after acquiring an additional 107 shares in the last quarter. Waystone Advisors LLC boosted its position in iShares Core U.S. Aggregate Bond ETF by 3.2% during the first quarter. Waystone Advisors LLC now owns 3,719 shares of the company’s stock valued at $369,000 after purchasing an additional 116 shares in the last quarter. Finally, Evolution Wealth Management Inc. grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 13.9% in the 1st quarter. Evolution Wealth Management Inc. now owns 977 shares of the company’s stock worth $97,000 after buying an additional 119 shares during the last quarter. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

NYSEARCA:AGG traded down $0.12 during mid-day trading on Friday, hitting $94.31. 5,741,177 shares of the company’s stock traded hands, compared to its average volume of 9,374,449. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $93.83 and a twelve month high of $101.46. The company has a market capitalization of $135.38 billion, a P/E ratio of 124.57 and a beta of 0.26. The company has a fifty day moving average of $96.80 and a 200 day moving average of $98.10.

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.