RKL Wealth Management LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 11.5% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 48,122 shares of the company’s stock after acquiring an additional 4,978 shares during the period. RKL Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $4,663,000 as of its most recent SEC filing.
Other large investors have also recently modified their holdings of the company. Bradley & Co. Private Wealth Management LLC acquired a new position in iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at $25,000. Kozak & Associates Inc. acquired a new position in iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at $26,000. Newbridge Financial Services Group Inc. acquired a new position in iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at $33,000. Bank of Jackson Hole Trust acquired a new position in iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at $35,000. Finally, Stonebridge Financial Group LLC acquired a new position in iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at $43,000. Institutional investors own 83.63% of the company’s stock.
iShares Core U.S. Aggregate Bond ETF Stock Down 0.1 %
AGG stock opened at $98.35 on Friday. The firm has a market cap 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 12-month low of $94.85 and a 12-month high of $102.04. The company’s fifty day simple moving average is $97.42 and its 200 day simple moving average is $98.68.
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.
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