Octavia Wealth Advisors LLC Purchases 20,557 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Octavia Wealth Advisors LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 8.2% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 270,613 shares of the company’s stock after buying an additional 20,557 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up about 2.7% of Octavia Wealth Advisors LLC’s investment portfolio, making the stock its 11th largest position. Octavia Wealth Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $27,129,000 as of its most recent filing with the SEC.

Several other institutional investors have also modified their holdings of AGG. VAUGHAN & Co SECURITIES INC. increased its stake in iShares Core U.S. Aggregate Bond ETF by 1.6% in the 2nd quarter. VAUGHAN & Co SECURITIES INC. now owns 6,539 shares of the company’s stock worth $649,000 after buying an additional 104 shares during the period. Fiera Capital Corp lifted its position in iShares Core U.S. Aggregate Bond ETF by 1.1% during the second quarter. Fiera Capital Corp now owns 9,815 shares of the company’s stock valued at $974,000 after acquiring an additional 105 shares during the last quarter. Realta Investment Advisors grew its position in iShares Core U.S. Aggregate Bond ETF by 0.9% during the 3rd quarter. Realta Investment Advisors now owns 11,327 shares of the company’s stock worth $1,135,000 after purchasing an additional 105 shares during the last quarter. Vestia Personal Wealth Advisors lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 5.2% in the 2nd quarter. Vestia Personal Wealth Advisors now owns 2,167 shares of the company’s stock valued at $215,000 after purchasing an additional 107 shares during the last quarter. Finally, Pathway Financial Advisors LLC boosted its position in iShares Core U.S. Aggregate Bond ETF by 0.8% in the 3rd quarter. Pathway Financial Advisors LLC now owns 14,255 shares of the company’s stock valued at $1,429,000 after buying an additional 109 shares during the period. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of AGG opened at $100.35 on Thursday. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $96.15 and a 1 year high of $101.35. The stock has a 50-day simple moving average of $100.16 and a 200-day simple moving average of $99.79. The stock has a market capitalization of $137.01 billion, a PE ratio of 124.57 and a beta of 0.25.

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.