iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Bought by Robertson Stephens Wealth Management LLC

Robertson Stephens Wealth Management LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 1.0% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 377,680 shares of the company’s stock after acquiring an additional 3,586 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up about 1.3% of Robertson Stephens Wealth Management LLC’s investment portfolio, making the stock its 12th largest position. Robertson Stephens Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $37,360,000 at the end of the most recent quarter.

A number of other hedge funds have also recently bought and sold shares of AGG. Bradley & Co. Private Wealth Management LLC acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth approximately $25,000. Greenline Partners LLC acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth $31,000. Bank of Jackson Hole Trust acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth $35,000. Godsey & Gibb Inc. acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 1st quarter worth $46,000. Finally, Curio Wealth LLC acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth $50,000. 83.63% of the stock is owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Price Performance

iShares Core U.S. Aggregate Bond ETF stock opened at $97.76 on Tuesday. The firm’s 50 day simple moving average is $97.76 and its 200-day simple moving average is $97.79. The company has a market cap of $124.16 billion, a P/E ratio of 124.57 and a beta of 0.24. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $95.74 and a fifty-two week high of $102.04.

iShares Core U.S. Aggregate Bond ETF 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.