Vawter Financial Ltd. Invests $1.86 Million in iShares Core U.S. Aggregate Bond ETF $AGG

Vawter Financial Ltd. bought a new stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor bought 18,593 shares of the company’s stock, valued at approximately $1,864,000. iShares Core U.S. Aggregate Bond ETF accounts for about 0.8% of Vawter Financial Ltd.’s investment portfolio, making the stock its 28th biggest position.

A number of other hedge funds have also recently added to or reduced their stakes in the company. Rothschild Investment LLC boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 4.4% in the third quarter. Rothschild Investment LLC now owns 2,441 shares of the company’s stock valued at $245,000 after acquiring an additional 102 shares during the period. Woodside Wealth Management LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF by 1.7% during the 3rd quarter. Woodside Wealth Management LLC now owns 6,241 shares of the company’s stock worth $626,000 after purchasing an additional 104 shares during the period. Fiera Capital Corp boosted its stake in iShares Core U.S. Aggregate Bond ETF by 1.1% during the 2nd quarter. Fiera Capital Corp now owns 9,815 shares of the company’s stock worth $974,000 after purchasing an additional 105 shares during the period. 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. Finally, Pathway Financial Advisors LLC grew its position in iShares Core U.S. Aggregate Bond ETF by 0.8% during the 3rd quarter. Pathway Financial Advisors LLC now owns 14,255 shares of the company’s stock worth $1,429,000 after purchasing an additional 109 shares during the last quarter. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

AGG stock opened at $101.09 on Wednesday. The stock has a market capitalization of $139.71 billion, a PE ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a one year low of $96.15 and a one year high of $101.35. The company has a fifty day moving average of $100.21 and a 200-day moving average of $100.17.

iShares Core U.S. Aggregate Bond ETF Company 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.