iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Bought by Ndwm LLC

Ndwm LLC lifted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 30.0% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 16,244 shares of the company’s stock after buying an additional 3,745 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up 1.3% of Ndwm LLC’s holdings, making the stock its 13th largest position. Ndwm LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,574,000 at the end of the most recent quarter.

Several other institutional investors have also modified their holdings of AGG. Advisor OS LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 9.3% in the 4th quarter. Advisor OS LLC now owns 29,731 shares of the company’s stock valued at $2,881,000 after acquiring an additional 2,533 shares during the last quarter. Denali Advisors LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 43.0% in the fourth quarter. Denali Advisors LLC now owns 30,901 shares of the company’s stock worth $2,994,000 after acquiring an additional 9,295 shares in the last quarter. Richard Bernstein Advisors LLC grew its position in iShares Core U.S. Aggregate Bond ETF by 3,365.3% during the 4th quarter. Richard Bernstein Advisors LLC now owns 276,323 shares of the company’s stock worth $26,776,000 after purchasing an additional 268,349 shares in the last quarter. Lake Street Advisors Group LLC raised its position in iShares Core U.S. Aggregate Bond ETF by 7.6% during the fourth quarter. Lake Street Advisors Group LLC now owns 81,178 shares of the company’s stock valued at $7,866,000 after buying an additional 5,718 shares during the period. Finally, Bradley & Co. Private Wealth Management LLC acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at about $25,000. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

AGG stock opened at $98.80 on Wednesday. The firm has a 50 day simple moving average of $97.10 and a 200 day simple moving average of $98.73. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $94.85 and a 52 week high of $102.04. The stock has a market cap of $124.49 billion, a P/E ratio of 125.24 and a beta of 0.20.

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.