iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) is Liquid Strategies LLC’s 2nd Largest Position

Liquid Strategies LLC decreased its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 2.9% in the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 512,311 shares of the company’s stock after selling 15,400 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for approximately 9.5% of Liquid Strategies LLC’s holdings, making the stock its 2nd biggest position. Liquid Strategies LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $50,678,000 as of its most recent SEC filing.

Other hedge funds have also bought and sold shares of the company. Prevail Innovative Wealth Advisors LLC raised its position in iShares Core U.S. Aggregate Bond ETF by 32.1% in the 4th quarter. Prevail Innovative Wealth Advisors LLC now owns 17,314 shares of the company’s stock worth $1,678,000 after buying an additional 4,207 shares during the last quarter. Diversified Enterprises LLC raised its position in iShares Core U.S. Aggregate Bond ETF by 6.6% in the 4th quarter. Diversified Enterprises LLC now owns 122,104 shares of the company’s stock worth $11,832,000 after buying an additional 7,526 shares during the last quarter. WealthTrust Asset Management LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 0.3% in the 4th quarter. WealthTrust Asset Management LLC now owns 59,467 shares of the company’s stock worth $5,762,000 after purchasing an additional 198 shares during the period. Howe & Rusling Inc. lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 96.9% in the 4th quarter. Howe & Rusling Inc. now owns 8,691 shares of the company’s stock worth $842,000 after purchasing an additional 4,277 shares during the period. Finally, Invesco Ltd. bought a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth approximately $9,181,000. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.3%

Shares of NYSEARCA:AGG opened at $98.06 on Wednesday. The firm’s 50 day moving average price is $97.76 and its 200-day moving average price is $97.79. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $95.74 and a twelve month high of $102.04. The stock has a market capitalization of $124.54 billion, a PE ratio of 124.57 and a beta of 0.24.

iShares Core U.S. Aggregate Bond ETF Company 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.