iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) is Golden State Wealth Management LLC’s 3rd Largest Position

Golden State Wealth Management LLC increased its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 2.3% in the first quarter, Holdings Channel.com reports. The fund owned 246,826 shares of the company’s stock after purchasing an additional 5,555 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up about 3.6% of Golden State Wealth Management LLC’s investment portfolio, making the stock its 3rd largest position. Golden State Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $24,416,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds also recently added to or reduced their stakes in AGG. Brighton Jones LLC raised its holdings in iShares Core U.S. Aggregate Bond ETF by 238.0% in the 4th quarter. Brighton Jones LLC now owns 9,984 shares of the company’s stock worth $967,000 after acquiring an additional 7,030 shares during the last quarter. Revolve Wealth Partners LLC raised its stake in iShares Core U.S. Aggregate Bond ETF by 50.0% during the 4th quarter. Revolve Wealth Partners LLC now owns 9,127 shares of the company’s stock valued at $884,000 after buying an additional 3,044 shares during the last quarter. Victory Capital Management Inc. raised its stake in iShares Core U.S. Aggregate Bond ETF by 1.7% during the 4th quarter. Victory Capital Management Inc. now owns 729,775 shares of the company’s stock valued at $70,715,000 after buying an additional 12,472 shares during the last quarter. Atria Investments Inc raised its stake in iShares Core U.S. Aggregate Bond ETF by 9.2% during the 4th quarter. Atria Investments Inc now owns 69,169 shares of the company’s stock valued at $6,703,000 after buying an additional 5,822 shares during the last quarter. Finally, Cullen Frost Bankers Inc. raised its stake in iShares Core U.S. Aggregate Bond ETF by 5.0% during the 4th quarter. Cullen Frost Bankers Inc. now owns 447,945 shares of the company’s stock valued at $43,406,000 after buying an additional 21,194 shares during the last quarter. 83.63% of the stock is currently owned by hedge funds and other institutional investors.

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

Shares of AGG opened at $98.47 on Friday. The firm has a market cap of $127.82 billion, a PE ratio of 124.57 and a beta of 0.12. The firm has a fifty day simple moving average of $97.99 and a two-hundred day simple moving average of $97.79. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $95.74 and a 1-year high of $102.04.

About iShares Core U.S. Aggregate Bond ETF

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.