Private Client Services LLC Acquires 30,982 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Private Client Services LLC grew its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 81.4% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 69,034 shares of the company’s stock after acquiring an additional 30,982 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for approximately 2.3% of Private Client Services LLC’s holdings, making the stock its 7th largest position. Private Client Services LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $6,921,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also bought and sold shares of the stock. PFW Advisors LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 2.7% during the 3rd quarter. PFW Advisors LLC now owns 66,195 shares of the company’s stock worth $6,636,000 after purchasing an additional 1,745 shares during the last quarter. Accelerate Investment Advisors LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF by 7.6% during the third quarter. Accelerate Investment Advisors LLC now owns 124,120 shares of the company’s stock worth $12,443,000 after buying an additional 8,786 shares during the last quarter. CPR Investments Inc. raised its position in iShares Core U.S. Aggregate Bond ETF by 28.5% during the third quarter. CPR Investments Inc. now owns 17,678 shares of the company’s stock worth $1,772,000 after acquiring an additional 3,917 shares in the last quarter. Lake Hills Wealth Management LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF by 2.7% in the third quarter. Lake Hills Wealth Management LLC now owns 19,527 shares of the company’s stock valued at $1,958,000 after acquiring an additional 515 shares during the last quarter. Finally, WestHill Financial Advisors Inc. increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 8.6% during the 3rd quarter. WestHill Financial Advisors Inc. now owns 16,663 shares of the company’s stock worth $1,670,000 after purchasing an additional 1,321 shares during the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of AGG opened at $99.84 on Monday. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $95.74 and a fifty-two week high of $101.35. The firm has a market capitalization of $134.35 billion, a PE ratio of 124.57 and a beta of 0.25. The company’s 50-day moving average is $100.44 and its 200-day moving average is $99.57.

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.