Kestra Private Wealth Services LLC Makes New Investment in iShares Core U.S. Aggregate Bond ETF $AGG

Kestra Private Wealth Services LLC purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor purchased 634,809 shares of the company’s stock, valued at approximately $60,015,000. iShares Core U.S. Aggregate Bond ETF accounts for approximately 0.6% of Kestra Private Wealth Services LLC’s holdings, making the stock its 26th largest holding.

Other institutional investors have also added to or reduced their stakes in the company. Farmers & Merchants Investments Inc. purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF during the third quarter valued at approximately $8,772,000. Basso Capital Management L.P. bought a new position in shares of iShares Core U.S. Aggregate Bond ETF during the third quarter valued at approximately $1,009,000. Iowa State Bank purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the third quarter worth $1,636,000. Montecito Bank & Trust purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the third quarter worth $14,385,000. Finally, Ironwood Wealth Management LLC. purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the third quarter worth $3,964,000. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.5%

NYSEARCA:AGG opened at $96.38 on Thursday. The stock has a market cap of $139.84 billion, a P/E ratio of 124.57 and a beta of 0.26. The firm’s fifty day simple moving average is $95.76 and its 200 day simple moving average is $98.20. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $93.83 and a twelve month high of $101.46.

iShares Core U.S. Aggregate Bond ETF Company Profile

(Free Report)

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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Institutional Ownership by Quarter for iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

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