Rational Advisors Inc. Has $71.83 Million Stock Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Rational Advisors Inc. lowered its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 4.9% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 719,181 shares of the company’s stock after selling 37,167 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up approximately 7.4% of Rational Advisors Inc.’s portfolio, making the stock its 2nd largest holding. Rational Advisors Inc. owned about 0.05% of iShares Core U.S. Aggregate Bond ETF worth $71,832,000 as of its most recent SEC filing.

Several other institutional investors also recently added to or reduced their stakes in the stock. Raymond James Financial Inc. grew its position in iShares Core U.S. Aggregate Bond ETF by 2.5% during the third quarter. Raymond James Financial Inc. now owns 79,246,704 shares of the company’s stock valued at $7,944,482,000 after buying an additional 1,911,414 shares during the period. Bank of America Corp DE grew its position in iShares Core U.S. Aggregate Bond ETF by 5.5% during the third 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 during the period. US Bancorp DE grew its position in iShares Core U.S. Aggregate Bond ETF by 1.2% during the fourth quarter. US Bancorp DE now owns 42,844,111 shares of the company’s stock valued at $4,279,296,000 after buying an additional 489,837 shares during the period. Mercer Global Advisors Inc. ADV grew its position in iShares Core U.S. Aggregate Bond ETF by 17.5% during the third 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 during the period. Finally, Betterment LLC grew its position in iShares Core U.S. Aggregate Bond ETF by 6.5% during the third quarter. Betterment LLC now owns 24,568,480 shares of the company’s stock valued at $2,462,990,000 after buying an additional 1,500,630 shares during the period. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

AGG opened at $98.71 on Wednesday. The firm has a market cap of $134.87 billion, a P/E ratio of 124.57 and a beta of 0.26. The firm has a 50-day moving average of $99.01 and a 200 day moving average of $99.78. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $97.25 and a fifty-two week high of $101.46.

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.