Discipline Wealth Solutions LLC Has $1.14 Million Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Discipline Wealth Solutions LLC reduced its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 30.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 11,746 shares of the company’s stock after selling 5,107 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up approximately 0.5% of Discipline Wealth Solutions LLC’s investment portfolio, making the stock its 28th biggest position. Discipline Wealth Solutions LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,138,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in AGG. Bradley & Co. Private Wealth Management LLC bought a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at $25,000. Greenline Partners LLC acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at about $31,000. Newbridge Financial Services Group Inc. bought a new position in iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at about $33,000. Bank of Jackson Hole Trust bought a new position in iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at about $35,000. Finally, Stonebridge Financial Group LLC acquired a new position in iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth about $43,000. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.1%

AGG stock opened at $97.24 on Monday. The firm has a 50-day moving average price of $98.04 and a 200-day moving average price of $97.84. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $95.63 and a 12 month high of $102.04. The stock has a market capitalization of $122.52 billion, a P/E ratio of 124.57 and a beta of 0.25.

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.