Evensky & Katz LLC Purchases 5,800 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Evensky & Katz LLC grew its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 4.3% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 139,416 shares of the company’s stock after acquiring an additional 5,800 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for about 0.8% of Evensky & Katz LLC’s holdings, making the stock its 21st largest position. Evensky & Katz LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $13,925,000 at the end of the most recent reporting period.

A number of other hedge funds also recently modified their holdings of AGG. Valley National Advisers Inc. lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 339.0% in the 4th quarter. Valley National Advisers Inc. now owns 259 shares of the company’s stock worth $25,000 after acquiring an additional 200 shares during the period. Cresta Advisors Ltd. bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth approximately $25,000. Wiser Advisor Group LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 3rd quarter worth approximately $29,000. North Ridge Wealth Advisors Inc. bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 2nd quarter worth approximately $29,000. Finally, Collier Financial bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 3rd quarter worth approximately $31,000. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of AGG stock opened at $98.02 on Monday. The stock has a 50 day moving average of $99.29 and a two-hundred day moving average of $99.93. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $96.66 and a 12 month high of $101.46. The company has a market capitalization of $133.92 billion, a P/E ratio of 124.57 and a beta of 0.26.

About iShares Core U.S. Aggregate Bond ETF

(Free Report)

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.

Recommended Stories

• Five stocks we like better than iShares Core U.S. Aggregate Bond ETF
• Robinhood, SoFi, and Webull Are Telling Very Different Stories
• As Broadcom Eclipses $2 Trillion, Private Credit Giants Wants In
• Target the Red-Hot Spin-Off and Merger Space With These ETFs
• Samsung Joins the $1 Trillion Club as AI Memory Demand Explodes

Want to see what other hedge funds are holding AGG? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report).