iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) is Ritholtz Wealth Management’s 7th Largest Position

Ritholtz Wealth Management grew its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 9.3% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,003,356 shares of the company’s stock after purchasing an additional 85,638 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up about 3.0% of Ritholtz Wealth Management’s portfolio, making the stock its 7th biggest holding. Ritholtz Wealth Management’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $99,252,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in the company. Dynamic Advisor Solutions LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 11.2% during the 1st quarter. Dynamic Advisor Solutions LLC now owns 34,578 shares of the company’s stock valued at $3,420,000 after purchasing an additional 3,477 shares in the last quarter. Dohj LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 132.4% during the 1st quarter. Dohj LLC now owns 55,994 shares of the company’s stock valued at $5,539,000 after purchasing an additional 31,897 shares in the last quarter. Motive Wealth Advisors increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 39.6% during the 1st quarter. Motive Wealth Advisors now owns 148,217 shares of the company’s stock valued at $14,662,000 after purchasing an additional 42,017 shares in the last quarter. Pathway Financial Advisors LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 13.0% during the 1st quarter. Pathway Financial Advisors LLC now owns 15,372 shares of the company’s stock valued at $1,521,000 after purchasing an additional 1,774 shares in the last quarter. Finally, Byrne Asset Management LLC purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 1st quarter valued at approximately $53,000. 83.63% of the stock is owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA AGG opened at $97.96 on Friday. The firm has a market cap of $124.41 billion, a PE ratio of 124.57 and a beta of 0.24. The firm has a fifty day moving average of $97.76 and a 200 day moving average of $97.81. iShares Core U.S. Aggregate Bond ETF has a one year low of $95.74 and a one year high of $102.04.

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.