Integrated Wealth Concepts LLC Has $20.58 Million Stake in iShares Core U.S. Aggregate Bond ETF $AGG

Integrated Wealth Concepts LLC increased its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 29.5% during the first quarter, according to its most recent Form 13F filing with the SEC. The fund owned 208,072 shares of the company’s stock after buying an additional 47,392 shares during the period. Integrated Wealth Concepts LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $20,582,000 at the end of the most recent reporting period.

Other large investors also recently added to or reduced their stakes in the company. Gotham Asset Management LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 622.1% during the 1st quarter. Gotham Asset Management LLC now owns 232,512 shares of the company’s stock valued at $23,000,000 after purchasing an additional 200,311 shares in the last quarter. Greenline Partners LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 6,046.2% during the 1st quarter. Greenline Partners LLC now owns 19,545 shares of the company’s stock worth $1,933,000 after acquiring an additional 19,227 shares in the last quarter. Eight 31 Financial LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 764.1% during the 1st quarter. Eight 31 Financial LLC now owns 161,265 shares of the company’s stock worth $15,952,000 after acquiring an additional 142,603 shares in the last quarter. Alliancebernstein L.P. increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 5.6% during the 1st quarter. Alliancebernstein L.P. now owns 2,569,931 shares of the company’s stock valued at $254,218,000 after acquiring an additional 136,591 shares during the last quarter. Finally, AlTi Global Inc. raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 17.2% in the 1st quarter. AlTi Global Inc. now owns 56,081 shares of the company’s stock valued at $5,548,000 after acquiring an additional 8,234 shares in the last quarter. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.4%

NYSEARCA AGG opened at $99.63 on Friday. The company has a market cap of $129.27 billion, a P/E ratio of 124.57 and a beta of 0.12. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $95.74 and a 1 year high of $102.04. The company has a fifty day simple moving average of $98.79 and a 200 day simple moving average of $98.34.

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.