iShares Core U.S. Aggregate Bond ETF $AGG is Towercrest Capital Management’s 3rd Largest Position

Towercrest Capital Management increased its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 10.7% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 382,609 shares of the company’s stock after purchasing an additional 37,019 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up 6.0% of Towercrest Capital Management’s portfolio, making the stock its 3rd largest holding. Towercrest Capital Management’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $38,216,000 at the end of the most recent quarter.

A number of other large investors have also recently made changes to their positions in AGG. Rothschild Investment LLC lifted its holdings in 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 valued at $245,000 after buying an additional 102 shares in the last quarter. Woodside Wealth Management LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1.7% in the 3rd quarter. Woodside Wealth Management LLC now owns 6,241 shares of the company’s stock valued at $626,000 after purchasing an additional 104 shares in the last quarter. Realta Investment Advisors raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 0.9% in the 3rd quarter. Realta Investment Advisors now owns 11,327 shares of the company’s stock valued at $1,135,000 after purchasing an additional 105 shares in the last quarter. Pathway Financial Advisors LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 0.8% in the 3rd quarter. Pathway Financial Advisors LLC now owns 14,255 shares of the company’s stock valued at $1,429,000 after purchasing an additional 109 shares in the last quarter. Finally, Stephens Consulting LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 9.4% in the 4th quarter. Stephens Consulting LLC now owns 1,288 shares of the company’s stock valued at $129,000 after purchasing an additional 111 shares in the last quarter. 83.63% of the stock is owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

NYSEARCA:AGG opened at $99.17 on Wednesday. iShares Core U.S. Aggregate Bond ETF has a one year low of $96.15 and a one year high of $101.46. The firm has a market cap of $137.59 billion, a P/E ratio of 124.57 and a beta of 0.26. The firm has a 50-day simple moving average of $99.97 and a 200-day simple moving average of $100.17.

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.