Sovereign Investment Advisors LLC increased its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 1.3% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 66,542 shares of the company’s stock after acquiring an additional 831 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises approximately 1.9% of Sovereign Investment Advisors LLC’s portfolio, making the stock its 17th largest position. Sovereign Investment Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $6,448,000 as of its most recent filing with the SEC.
Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Diversified Enterprises LLC grew its position in iShares Core U.S. Aggregate Bond ETF by 6.6% in the fourth quarter. Diversified Enterprises LLC now owns 122,104 shares of the company’s stock worth $11,832,000 after acquiring an additional 7,526 shares in the last quarter. Professional Financial Advisors LLC grew its position in iShares Core U.S. Aggregate Bond ETF by 1.3% in the fourth quarter. Professional Financial Advisors LLC now owns 664,736 shares of the company’s stock worth $64,413,000 after acquiring an additional 8,242 shares in the last quarter. Fairvoy Private Wealth LLC purchased a new position in iShares Core U.S. Aggregate Bond ETF in the fourth quarter worth $12,479,000. Kingsview Wealth Management LLC lifted its stake in 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 worth $124,676,000 after purchasing an additional 339,637 shares during the last quarter. Finally, Drucker Wealth 3.0 LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF by 6.3% in 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 during the last quarter. 83.63% of the stock is currently owned by hedge funds and other institutional investors.
iShares Core U.S. Aggregate Bond ETF Stock Down 0.2 %
iShares Core U.S. Aggregate Bond ETF stock opened at $98.28 on Friday. The company has a market capitalization of $124.82 billion, a PE ratio of 125.34 and a beta of 0.22. The firm has a fifty day simple moving average of $97.58 and a two-hundred day simple moving average of $98.59. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $94.85 and a twelve month 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.
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