RKL Wealth Management LLC Has $4.37 Million Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

RKL Wealth Management LLC raised its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 7.2% in the third quarter, according to its most recent disclosure with the SEC. The firm owned 43,144 shares of the company’s stock after acquiring an additional 2,901 shares during the period. RKL Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $4,369,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also recently modified their holdings of the company. Semus Wealth Partners LLC raised its holdings in iShares Core U.S. Aggregate Bond ETF by 36.9% during the first quarter. Semus Wealth Partners LLC now owns 3,416 shares of the company’s stock worth $335,000 after buying an additional 921 shares during the last quarter. Edgehill Endowment Partners LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 11.9% in the 1st quarter. Edgehill Endowment Partners LLC now owns 1,936,260 shares of the company’s stock worth $189,637,000 after acquiring an additional 205,886 shares during the last quarter. Williams Jones Wealth Management LLC. bought a new position in iShares Core U.S. Aggregate Bond ETF in the 1st quarter valued at about $220,000. Watershed Private Wealth LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF by 204.0% during the 1st quarter. Watershed Private Wealth LLC now owns 131,000 shares of the company’s stock valued at $12,830,000 after purchasing an additional 87,904 shares during the last quarter. Finally, Astoria Strategic Wealth Inc. increased its holdings in iShares Core U.S. Aggregate Bond ETF by 0.3% during the 1st quarter. Astoria Strategic Wealth Inc. now owns 263,059 shares of the company’s stock worth $25,764,000 after purchasing an additional 719 shares in the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

AGG stock opened at $98.50 on Friday. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $93.53 and a twelve month high of $102.04. The stock’s 50 day moving average is $100.06 and its 200-day moving average is $98.58.

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.