Dynasty Wealth Management LLC Has $285.69 Million Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Dynasty Wealth Management LLC cut its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 0.8% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 2,948,330 shares of the company’s stock after selling 22,910 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises approximately 4.9% of Dynasty Wealth Management LLC’s portfolio, making the stock its 5th largest position. Dynasty Wealth Management LLC owned 0.24% of iShares Core U.S. Aggregate Bond ETF worth $285,693,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. Professional Financial Advisors LLC grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.3% during the 4th quarter. Professional Financial Advisors LLC now owns 664,736 shares of the company’s stock valued at $64,413,000 after acquiring an additional 8,242 shares during the period. Fairvoy Private Wealth LLC bought a new position in iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth about $12,479,000. Kingsview Wealth Management LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 35.9% during the 4th quarter. Kingsview Wealth Management LLC now owns 1,286,651 shares of the company’s stock valued at $124,676,000 after acquiring an additional 339,637 shares during the last quarter. Drucker Wealth 3.0 LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 6.3% during the third quarter. Drucker Wealth 3.0 LLC now owns 5,724 shares of the company’s stock worth $580,000 after purchasing an additional 340 shares in the last quarter. Finally, World Investment Advisors LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 1,845.5% in the third quarter. World Investment Advisors LLC now owns 320,965 shares of the company’s stock worth $32,037,000 after purchasing an additional 304,467 shares during the last quarter. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $98.81 on Friday. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $94.85 and a 1 year high of $102.04. The firm has a market cap of $124.50 billion, a PE ratio of 125.24 and a beta of 0.20. The company has a 50 day simple moving average of $97.18 and a two-hundred day simple moving average of $98.73.

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.