Kestra Private Wealth Services LLC Has $46.04 Million Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Kestra Private Wealth Services LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 69.3% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 463,882 shares of the company’s stock after purchasing an additional 189,854 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises approximately 1.2% of Kestra Private Wealth Services LLC’s portfolio, making the stock its 6th biggest holding. Kestra Private Wealth Services LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $46,040,000 as of its most recent SEC filing.

Several other hedge funds have also bought and sold shares of the stock. Ledyard National Bank lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 10.6% during the 4th quarter. Ledyard National Bank now owns 6,433 shares of the company’s stock worth $638,000 after acquiring an additional 614 shares during the last quarter. Steele Capital Management Inc. bought a new stake in iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth about $72,224,000. Choreo LLC boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 45.2% in the 4th quarter. Choreo LLC now owns 51,754 shares of the company’s stock worth $5,137,000 after purchasing an additional 16,112 shares in the last quarter. McAdam LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 3.4% during the 4th quarter. McAdam LLC now owns 59,832 shares of the company’s stock valued at $5,938,000 after buying an additional 1,941 shares in the last quarter. Finally, Mather Group LLC. lifted its position in iShares Core U.S. Aggregate Bond ETF by 32.1% in the 4th quarter. Mather Group LLC. now owns 6,373 shares of the company’s stock worth $633,000 after buying an additional 1,548 shares during the last quarter. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.3 %

NYSEARCA AGG traded up $0.30 on Monday, reaching $95.63. 7,384,591 shares of the company’s stock traded hands, compared to its average volume of 9,240,796. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $91.58 and a 12 month high of $100.42. The stock has a 50-day simple moving average of $96.87 and a 200 day simple moving average of $96.68.

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.