Gerber Kawasaki Wealth & Investment Management Grows Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Gerber Kawasaki Wealth & Investment Management lifted its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 16.3% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 989,763 shares of the company’s stock after acquiring an additional 139,045 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for approximately 3.4% of Gerber Kawasaki Wealth & Investment Management’s holdings, making the stock its 6th biggest position. Gerber Kawasaki Wealth & Investment Management’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $99,224,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also made changes to their positions in AGG. Cultivar Capital Inc. grew its holdings in iShares Core U.S. Aggregate Bond ETF by 3.3% during the third quarter. Cultivar Capital Inc. now owns 239,111 shares of the company’s stock worth $23,971,000 after acquiring an additional 7,750 shares during the period. Ellenbecker Investment Group lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 8.5% in the 3rd quarter. Ellenbecker Investment Group now owns 648,841 shares of the company’s stock valued at $65,046,000 after acquiring an additional 50,564 shares during the last quarter. CX Institutional boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 205.4% during the 3rd quarter. CX Institutional now owns 157,491 shares of the company’s stock valued at $15,788,000 after purchasing an additional 105,924 shares in the last quarter. Fulton Breakefield Broenniman LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.9% during the 3rd quarter. Fulton Breakefield Broenniman LLC now owns 384,827 shares of the company’s stock valued at $38,579,000 after purchasing an additional 7,345 shares in the last quarter. Finally, CVA Family Office LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 8.2% in the 3rd quarter. CVA Family Office LLC now owns 113,857 shares of the company’s stock worth $11,414,000 after purchasing an additional 8,593 shares during the last quarter. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

NYSEARCA AGG opened at $100.12 on Monday. The company’s 50 day simple moving average is $100.32 and its 200 day simple moving average is $100.27. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $96.15 and a 12 month high of $101.46. The company has a market capitalization of $138.37 billion, a P/E ratio of 124.57 and a beta of 0.25.

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.