Rebalance LLC Raises Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Rebalance LLC raised its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 4.3% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,271,269 shares of the company’s stock after purchasing an additional 52,446 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises approximately 9.2% of Rebalance LLC’s investment portfolio, making the stock its 3rd biggest holding. Rebalance LLC owned 0.10% of iShares Core U.S. Aggregate Bond ETF worth $123,186,000 at the end of the most recent quarter.

Other hedge funds also recently made changes to their positions in the company. Professional Financial Advisors LLC grew its position in iShares Core U.S. Aggregate Bond ETF by 1.3% in the 4th quarter. Professional Financial Advisors LLC now owns 664,736 shares of the company’s stock valued at $64,413,000 after buying an additional 8,242 shares in the last quarter. Fairvoy Private Wealth LLC acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth approximately $12,479,000. Kingsview Wealth Management LLC boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 35.9% in the fourth 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 in the last quarter. Drucker Wealth 3.0 LLC increased its stake 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 valued at $580,000 after acquiring an additional 340 shares during the period. Finally, World Investment Advisors LLC raised its holdings in iShares Core U.S. Aggregate Bond ETF by 1,845.5% during 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 in the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

AGG opened at $98.35 on Monday. The business has a 50 day moving average price of $97.42 and a two-hundred day moving average price of $98.65. The company has a market capitalization of $123.92 billion, a price-to-earnings ratio of 125.24 and a beta of 0.20. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $94.85 and a 1-year high of $102.04.

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.