Petros Family Wealth LLC Makes New $1.48 Million Investment in iShares Core U.S. Aggregate Bond ETF $AGG

Petros Family Wealth LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor purchased 14,778 shares of the company’s stock, valued at approximately $1,476,000. iShares Core U.S. Aggregate Bond ETF comprises approximately 1.0% of Petros Family Wealth LLC’s portfolio, making the stock its 26th biggest position.

Several other large investors also recently made changes to their positions in AGG. Cultivar Capital Inc. boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 3.3% in the third quarter. Cultivar Capital Inc. now owns 239,111 shares of the company’s stock worth $23,971,000 after buying an additional 7,750 shares during the period. Ellenbecker Investment Group increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 8.5% in the third quarter. Ellenbecker Investment Group now owns 648,841 shares of the company’s stock worth $65,046,000 after acquiring an additional 50,564 shares in the last quarter. CX Institutional raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 205.4% during the third quarter. CX Institutional now owns 157,491 shares of the company’s stock valued at $15,788,000 after acquiring an additional 105,924 shares during the period. Fulton Breakefield Broenniman LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1.9% during the third quarter. Fulton Breakefield Broenniman LLC now owns 384,827 shares of the company’s stock valued at $38,579,000 after acquiring an additional 7,345 shares during the period. Finally, CVA Family Office LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 8.2% in the 3rd quarter. CVA Family Office LLC now owns 113,857 shares of the company’s stock valued at $11,414,000 after acquiring an additional 8,593 shares in the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

iShares Core U.S. Aggregate Bond ETF stock opened at $98.54 on Friday. The company has a 50 day moving average price of $100.09 and a 200 day moving average price of $100.24. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $96.15 and a 52 week high of $101.46. The firm has a market capitalization of $136.18 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25.

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.