WBH Advisory Inc. lifted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 29.3% in the first quarter, Holdings Channel reports. The firm owned 52,656 shares of the company’s stock after buying an additional 11,941 shares during the period. WBH Advisory Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $5,213,000 at the end of the most recent quarter.
Several other hedge funds and other institutional investors also recently bought and sold shares of the company. NBC Securities Inc. increased its holdings in iShares Core U.S. Aggregate Bond ETF by 30.1% during the fourth quarter. NBC Securities Inc. now owns 59,388 shares of the company’s stock valued at $5,932,000 after buying an additional 13,724 shares during the period. Capital Asset Advisory Services LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 8.7% during the fourth quarter. Capital Asset Advisory Services LLC now owns 1,772,568 shares of the company’s stock worth $177,292,000 after buying an additional 141,584 shares during the period. Curated Wealth Partners LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth $3,913,000. CPR Investments Inc. boosted its position in iShares Core U.S. Aggregate Bond ETF by 205.1% during the 4th quarter. CPR Investments Inc. now owns 53,934 shares of the company’s stock valued at $5,387,000 after acquiring an additional 36,256 shares in the last quarter. Finally, Clearstead Advisors LLC boosted its position in iShares Core U.S. Aggregate Bond ETF by 22.2% during the 4th quarter. Clearstead Advisors LLC now owns 217,140 shares of the company’s stock valued at $21,688,000 after acquiring an additional 39,415 shares in the last quarter. Institutional investors own 83.63% of the company’s stock.
iShares Core U.S. Aggregate Bond ETF Stock Performance
Shares of NYSEARCA:AGG opened at $98.61 on Friday. The company has a market capitalization of $138.36 billion, a PE ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $97.51 and a 12-month high of $101.46. The business’s fifty day simple moving average is $98.76 and its 200-day simple moving average is $99.53.
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.
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