Smith & Howard Wealth Management LLC Has $70.55 Million Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Smith & Howard Wealth Management LLC grew its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 16.8% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 713,245 shares of the company’s stock after acquiring an additional 102,609 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for about 19.2% of Smith & Howard Wealth Management LLC’s holdings, making the stock its largest position. Smith & Howard Wealth Management LLC owned 0.06% of iShares Core U.S. Aggregate Bond ETF worth $70,554,000 at the end of the most recent reporting period.

A number of other hedge funds also recently modified their holdings of the company. Wealth Advisors of Tampa Bay LLC boosted its position in iShares Core U.S. Aggregate Bond ETF by 4.9% during the fourth quarter. Wealth Advisors of Tampa Bay LLC now owns 2,397 shares of the company’s stock valued at $232,000 after buying an additional 112 shares during the period. Retirement Wealth Solutions LLC raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 0.5% during the first quarter. Retirement Wealth Solutions LLC now owns 21,591 shares of the company’s stock valued at $2,136,000 after acquiring an additional 116 shares during the last quarter. Beacon Capital Management LLC raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 2.8% during the first quarter. Beacon Capital Management LLC now owns 4,621 shares of the company’s stock valued at $457,000 after acquiring an additional 127 shares during the last quarter. D L Carlson Investment Group Inc. raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 0.3% during the fourth quarter. D L Carlson Investment Group Inc. now owns 39,641 shares of the company’s stock valued at $3,841,000 after acquiring an additional 131 shares during the last quarter. Finally, Duncker Streett & Co. Inc. raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 8.0% during the first quarter. Duncker Streett & Co. Inc. now owns 1,793 shares of the company’s stock valued at $177,000 after acquiring an additional 133 shares during the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.2%

Shares of NYSEARCA:AGG opened at $98.42 on Tuesday. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $95.74 and a 12 month high of $102.04. The company has a market cap of $124.99 billion, a price-to-earnings ratio of 124.57 and a beta of 0.24. The company has a 50-day moving average price of $97.83 and a 200-day moving average price of $97.76.

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.