Rothschild Wealth LLC Increases Position in iShares Core U.S. Aggregate Bond ETF $AGG

Rothschild Wealth LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 14.6% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 136,710 shares of the company’s stock after buying an additional 17,399 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises 1.3% of Rothschild Wealth LLC’s holdings, making the stock its 12th biggest position. Rothschild Wealth LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $13,655,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also modified their holdings of the company. Raymond James Financial Inc. lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 2.5% during the third 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 period. Bank of America Corp DE lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 5.5% during the third 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 period. US Bancorp DE lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.2% during the fourth 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 period. Mercer Global Advisors Inc. ADV lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 17.5% during the third 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 period. Finally, Betterment LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 6.5% during the third 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 period. 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 opened at $99.06 on Monday. The company has a market capitalization of $135.35 billion, a price-to-earnings ratio of 124.57 and a beta of 0.26. The company’s 50 day simple moving average is $99.02 and its 200 day simple moving average is $99.80. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $97.23 and a 1 year 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.