iShares Core U.S. Aggregate Bond ETF $AGG Stock: Watershed Private Wealth LLC Boosts Stake

Watershed Private Wealth LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 14.0% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 231,883 shares of the company’s stock after buying an additional 28,414 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises approximately 5.9% of Watershed Private Wealth LLC’s holdings, making the stock its 3rd biggest position. Watershed Private Wealth LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $21,922,000 as of its most recent SEC filing.

A number of other institutional investors have also modified their holdings of AGG. Financial Network Wealth Advisors LLC acquired a new stake in iShares Core U.S. Aggregate Bond ETF during the third quarter worth about $27,000. Main Street Group LTD bought a new position in iShares Core U.S. Aggregate Bond ETF in the first quarter worth about $30,000. John Boyer Inc. acquired a new position in iShares Core U.S. Aggregate Bond ETF in the third quarter valued at approximately $33,000. Investors Research Corp boosted its stake in iShares Core U.S. Aggregate Bond ETF by 73.4% in the second quarter. Investors Research Corp now owns 352 shares of the company’s stock valued at $35,000 after acquiring an additional 149 shares during the period. Finally, Downshift Financial LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF by 306.9% in the third quarter. Downshift Financial LLC now owns 415 shares of the company’s stock valued at $39,000 after acquiring an additional 313 shares during the period. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Down 0.2%

NYSEARCA:AGG opened at $95.94 on Wednesday. The firm has a market capitalization of $139.20 billion, a PE ratio of 124.57 and a beta of 0.26. The stock has a 50 day moving average of $95.79 and a 200-day moving average of $98.21. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $93.83 and a 52 week high of $101.46.

iShares Core U.S. Aggregate Bond ETF Company 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.