iShares Core U.S. Aggregate Bond ETF $AGG is Kingsview Wealth Management LLC’s 6th Largest Position

Kingsview Wealth Management LLC raised its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 8.0% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 1,288,980 shares of the company’s stock after buying an additional 95,988 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for 1.9% of Kingsview Wealth Management LLC’s investment portfolio, making the stock its 6th biggest holding. Kingsview Wealth Management LLC owned 0.09% of iShares Core U.S. Aggregate Bond ETF worth $128,743,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Raymond James Financial Inc. increased its stake in iShares Core U.S. Aggregate Bond ETF by 2.5% in the 3rd 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 last quarter. Bank of America Corp DE increased its stake in iShares Core U.S. Aggregate Bond ETF by 5.5% in the 3rd 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 last quarter. US Bancorp DE increased its stake in iShares Core U.S. Aggregate Bond ETF by 1.2% in the 4th 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 last quarter. Mercer Global Advisors Inc. ADV increased its stake in iShares Core U.S. Aggregate Bond ETF by 17.5% in the 3rd 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 last quarter. Finally, Betterment LLC increased its stake in iShares Core U.S. Aggregate Bond ETF by 6.5% in the 3rd 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 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

NYSEARCA:AGG opened at $98.80 on Thursday. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $97.23 and a 52 week high of $101.46. The firm has a 50-day moving average price of $99.04 and a two-hundred day moving average price of $99.81. The firm has a market cap of $134.99 billion, a price-to-earnings ratio of 124.57 and a beta of 0.26.

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.