iShares Core U.S. Aggregate Bond ETF $AGG is McKinley Carter Wealth Services Inc.’s 5th Largest Position

McKinley Carter Wealth Services Inc. lessened its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 7.2% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 601,023 shares of the company’s stock after selling 46,505 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up approximately 3.4% of McKinley Carter Wealth Services Inc.’s portfolio, making the stock its 5th largest position. McKinley Carter Wealth Services Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $60,030,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Kampmann Melissa S. lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.0% during the 4th quarter. Kampmann Melissa S. now owns 10,508 shares of the company’s stock worth $1,051,000 after purchasing an additional 100 shares during the last quarter. Rothschild Investment LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 4.4% during the 3rd quarter. Rothschild Investment LLC now owns 2,441 shares of the company’s stock worth $245,000 after purchasing an additional 102 shares during the last quarter. Woodside Wealth Management LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.7% during the 3rd quarter. Woodside Wealth Management LLC now owns 6,241 shares of the company’s stock worth $626,000 after purchasing an additional 104 shares during the last quarter. Stephens Consulting LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 9.4% during the 4th quarter. Stephens Consulting LLC now owns 1,288 shares of the company’s stock worth $129,000 after purchasing an additional 111 shares during the last quarter. Finally, Hoge Financial Services LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.3% during the 4th quarter. Hoge Financial Services LLC now owns 8,521 shares of the company’s stock worth $851,000 after purchasing an additional 111 shares during the last quarter. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Down 0.0%

iShares Core U.S. Aggregate Bond ETF stock opened at $98.01 on Tuesday. The stock has a market cap of $133.91 billion, a P/E ratio of 124.57 and a beta of 0.26. The company has a fifty day simple moving average of $99.24 and a 200-day simple moving average of $99.91. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $96.66 and a 12-month 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.