Private Client Services LLC Has $7.75 Million Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Private Client Services LLC raised its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 12.3% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 77,552 shares of the company’s stock after acquiring an additional 8,518 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up 2.4% of Private Client Services LLC’s investment portfolio, making the stock its 8th largest position. Private Client Services LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $7,746,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Brighton Jones LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 238.0% in the fourth quarter. Brighton Jones LLC now owns 9,984 shares of the company’s stock worth $967,000 after buying an additional 7,030 shares during the period. Revolve Wealth Partners LLC grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 50.0% in the 4th quarter. Revolve Wealth Partners LLC now owns 9,127 shares of the company’s stock worth $884,000 after buying an additional 3,044 shares during the period. TD Waterhouse Canada Inc. lifted its position in iShares Core U.S. Aggregate Bond ETF by 23.3% during the 2nd quarter. TD Waterhouse Canada Inc. now owns 38,368 shares of the company’s stock valued at $3,790,000 after acquiring an additional 7,247 shares during the period. Prudential PLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 25.8% during the second quarter. Prudential PLC now owns 20,877 shares of the company’s stock valued at $2,071,000 after purchasing an additional 4,280 shares in the last quarter. Finally, Power Wealth Management LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 3.4% in the 2nd quarter. Power Wealth Management LLC now owns 4,874 shares of the company’s stock worth $484,000 after purchasing an additional 161 shares in the last quarter. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of AGG stock opened at $98.66 on Friday. The company’s 50-day moving average is $100.23 and its 200 day moving average is $100.27. The company has a market capitalization of $136.35 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a one year low of $96.15 and a one year high of $101.46.

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.