Bank Julius Baer & Co. Ltd Zurich Has $623,000 Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Bank Julius Baer & Co. Ltd Zurich grew its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 7.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 5,828 shares of the company’s stock after purchasing an additional 403 shares during the period. Bank Julius Baer & Co. Ltd Zurich’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $623,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also modified their holdings of the company. Professional Financial Advisors LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.3% in the fourth quarter. Professional Financial Advisors LLC now owns 664,736 shares of the company’s stock worth $64,413,000 after buying an additional 8,242 shares during the period. Fairvoy Private Wealth LLC acquired a new stake in iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth about $12,479,000. Kingsview Wealth Management LLC grew its stake in iShares Core U.S. Aggregate Bond ETF by 35.9% during the 4th quarter. Kingsview Wealth Management LLC now owns 1,286,651 shares of the company’s stock valued at $124,676,000 after acquiring an additional 339,637 shares in the last quarter. Drucker Wealth 3.0 LLC grew its stake in iShares Core U.S. Aggregate Bond ETF by 6.3% during the 3rd quarter. Drucker Wealth 3.0 LLC now owns 5,724 shares of the company’s stock valued at $580,000 after acquiring an additional 340 shares in the last quarter. Finally, World Investment Advisors LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1,845.5% in the 3rd quarter. World Investment Advisors LLC now owns 320,965 shares of the company’s stock valued at $32,037,000 after purchasing an additional 304,467 shares during the period. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

AGG stock opened at $98.82 on Tuesday. The stock has a market cap of $124.51 billion, a P/E ratio of 125.24 and a beta of 0.20. The firm has a 50 day simple moving average of $97.46 and a 200 day simple moving average of $98.64. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $94.85 and a 52 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.