Caliber Wealth Management LLC KS Has $27 Million Stake in iShares Core U.S. Aggregate Bond ETF $AGG

Caliber Wealth Management LLC KS grew its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 2.0% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 270,295 shares of the company’s stock after purchasing an additional 5,192 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up about 2.9% of Caliber Wealth Management LLC KS’s portfolio, making the stock its 5th biggest position. Caliber Wealth Management LLC KS’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $26,997,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also modified their holdings of the stock. Clarity Financial LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 5.6% in the 4th quarter. Clarity Financial LLC now owns 18,939 shares of the company’s stock valued at $1,892,000 after purchasing an additional 1,011 shares during the last quarter. Bigelow Investment Advisors LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 8.5% in the 4th quarter. Bigelow Investment Advisors LLC now owns 32,566 shares of the company’s stock valued at $3,253,000 after purchasing an additional 2,546 shares during the last quarter. City State Bank lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 3.4% in the 4th quarter. City State Bank now owns 69,842 shares of the company’s stock valued at $6,976,000 after purchasing an additional 2,268 shares during the last quarter. Planned Solutions Inc. lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 3.7% in the 4th quarter. Planned Solutions Inc. now owns 6,750 shares of the company’s stock valued at $674,000 after purchasing an additional 239 shares during the last quarter. Finally, Silver Coast Investments LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.9% in the 4th quarter. Silver Coast Investments LLC now owns 90,098 shares of the company’s stock valued at $8,999,000 after purchasing an additional 1,703 shares during the last quarter. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

NYSEARCA:AGG opened at $99.47 on Wednesday. The business has a 50 day simple moving average of $99.88 and a 200-day simple moving average of $100.12. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $96.66 and a 1 year high of $101.46. The firm has a market capitalization of $135.86 billion, a price-to-earnings ratio of 124.57 and a beta of 0.27.

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.