iShares Core U.S. Aggregate Bond ETF $AGG is Retirement Capital Strategies’ 4th Largest Position

Retirement Capital Strategies boosted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 7.0% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 185,897 shares of the company’s stock after buying an additional 12,170 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up 6.9% of Retirement Capital Strategies’ investment portfolio, making the stock its 4th biggest holding. Retirement Capital Strategies’ holdings in iShares Core U.S. Aggregate Bond ETF were worth $18,567,000 as of its most recent SEC filing.

A number of other hedge funds have also bought and sold shares of AGG. Mercer Global Advisors Inc. ADV grew its stake in iShares Core U.S. Aggregate Bond ETF by 17.5% in the 3rd quarter. Mercer Global Advisors Inc. ADV now owns 33,227,135 shares of the company’s stock valued at $3,331,020,000 after buying an additional 4,942,715 shares in the last quarter. Constellation Investments Inc. grew its stake in iShares Core U.S. Aggregate Bond ETF by 70.2% in the 4th quarter. Constellation Investments Inc. now owns 7,062,919 shares of the company’s stock valued at $705,444,000 after buying an additional 2,914,000 shares in the last quarter. Valpey Financial Services LLC grew its stake in iShares Core U.S. Aggregate Bond ETF by 9,942.1% in the 4th quarter. Valpey Financial Services LLC now owns 2,872,830 shares of the company’s stock valued at $286,938,000 after buying an additional 2,844,222 shares in the last quarter. Bank of America Corp DE grew its stake in iShares Core U.S. Aggregate Bond ETF by 5.5% in the 3rd quarter. Bank of America Corp DE now owns 46,326,160 shares of the company’s stock valued at $4,644,198,000 after buying an additional 2,423,410 shares in the last quarter. Finally, LPL Financial LLC grew its stake in iShares Core U.S. Aggregate Bond ETF by 19.6% in the 4th quarter. LPL Financial LLC now owns 14,085,361 shares of the company’s stock valued at $1,406,846,000 after buying an additional 2,304,418 shares in the last quarter. 83.63% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA:AGG opened at $98.76 on Monday. The firm has a fifty day moving average price of $98.94 and a two-hundred day moving average price of $99.68. iShares Core U.S. Aggregate Bond ETF has a one year low of $97.51 and a one year high of $101.46. The company has a market cap of $134.94 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25.

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.