iShares Core U.S. Aggregate Bond ETF $AGG Stock Position Increased by BCS Wealth Management

BCS Wealth Management increased its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 125.3% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 246,808 shares of the company’s stock after buying an additional 137,238 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for 2.5% of BCS Wealth Management’s holdings, making the stock its 5th biggest position. BCS Wealth Management’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $24,651,000 at the end of the most recent reporting period.

Other hedge funds have also recently added to or reduced their stakes in the company. Rothschild Investment LLC lifted its holdings in 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 valued at $245,000 after purchasing an additional 102 shares in the last quarter. Woodside Wealth Management LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 1.7% during the third 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 lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 0.9% during the third quarter. Realta Investment Advisors now owns 11,327 shares of the company’s stock valued at $1,135,000 after purchasing an additional 105 shares in the last quarter. Pathway Financial Advisors LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 0.8% during the third quarter. Pathway Financial Advisors LLC now owns 14,255 shares of the company’s stock valued at $1,429,000 after purchasing an additional 109 shares in the last quarter. Finally, Stephens Consulting LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 9.4% during the fourth quarter. Stephens Consulting LLC now owns 1,288 shares of the company’s stock valued at $129,000 after purchasing an additional 111 shares in the last quarter. 83.63% of the stock is owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.3%

AGG opened at $99.78 on Wednesday. The company has a market cap of $136.14 billion, a price-to-earnings ratio of 124.57 and a beta of 0.27. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $96.66 and a 52-week high of $101.46. The firm’s fifty day simple moving average is $99.92 and its two-hundred day simple moving average is $100.15.

iShares Core U.S. Aggregate Bond ETF 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.