Facet Wealth Inc. Boosts Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Facet Wealth Inc. raised its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 32.8% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 84,258 shares of the company’s stock after purchasing an additional 20,816 shares during the period. Facet Wealth Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $8,212,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the stock. Jones Financial Companies Lllp lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 6.1% during the fourth quarter. Jones Financial Companies Lllp now owns 128,947,585 shares of the company’s stock valued at $12,495,021,000 after purchasing an additional 7,463,618 shares in the last quarter. Raymond James Financial Inc. purchased a new position in iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at $7,545,901,000. Wealth Enhancement Advisory Services LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 1.8% during the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 13,048,808 shares of the company’s stock valued at $1,321,453,000 after purchasing an additional 230,711 shares in the last quarter. WealthNavi Inc. lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 2.1% during the fourth quarter. WealthNavi Inc. now owns 10,070,637 shares of the company’s stock valued at $975,845,000 after purchasing an additional 207,960 shares in the last quarter. Finally, United Services Automobile Association lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 105.8% in the third quarter. United Services Automobile Association now owns 9,129,161 shares of the company’s stock worth $924,510,000 after buying an additional 4,694,299 shares in the last quarter. 83.63% of the stock is owned by hedge funds and other institutional investors.

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

NYSEARCA:AGG opened at $98.28 on Friday. The company’s 50-day moving average price is $97.58 and its 200-day moving average price is $98.59. The company has a market cap of $124.82 billion, a P/E ratio of 125.34 and a beta of 0.22. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $94.85 and a twelve month 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.