Assetmark Inc. Has $126.44 Million Stock Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Assetmark Inc. grew its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 167.6% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,265,868 shares of the company’s stock after purchasing an additional 792,800 shares during the quarter. Assetmark Inc. owned approximately 0.09% of iShares Core U.S. Aggregate Bond ETF worth $126,435,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. Rede Wealth LLC acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter worth approximately $1,397,000. Atwater Malick LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 39.6% in the fourth quarter. Atwater Malick LLC now owns 38,580 shares of the company’s stock worth $3,853,000 after acquiring an additional 10,953 shares during the period. Patten Group Inc. lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 63.1% in the fourth quarter. Patten Group Inc. now owns 45,038 shares of the company’s stock worth $4,498,000 after acquiring an additional 17,416 shares during the period. Invera Wealth Advisors LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 16.1% in the fourth quarter. Invera Wealth Advisors LLC now owns 28,271 shares of the company’s stock worth $2,824,000 after acquiring an additional 3,915 shares during the period. Finally, Webster Bank N. A. lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 2.5% in the fourth quarter. Webster Bank N. A. now owns 168,905 shares of the company’s stock worth $16,870,000 after acquiring an additional 4,122 shares during the period. 83.63% of the stock is owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Price Performance

iShares Core U.S. Aggregate Bond ETF stock opened at $99.52 on Tuesday. The stock’s 50 day moving average is $99.92 and its 200 day moving average is $100.15. The firm has a market cap of $135.79 billion, a P/E ratio of 124.57 and a beta of 0.27. iShares Core U.S. Aggregate Bond ETF has a one year low of $96.66 and a one year 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.