MKD Wealth Coaches LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 77,644 shares of the company’s stock, valued at approximately $7,340,000. iShares Core U.S. Aggregate Bond ETF makes up about 6.1% of MKD Wealth Coaches LLC’s holdings, making the stock its 3rd biggest position.
Several other institutional investors and hedge funds also recently made changes to their positions in AGG. Verus Wealth Management LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.3% during the first quarter. Verus Wealth Management LLC now owns 8,057 shares of the company’s stock worth $800,000 after acquiring an additional 106 shares in the last quarter. Childress Capital Advisors LLC lifted its position in iShares Core U.S. Aggregate Bond ETF by 1.0% in the 1st quarter. Childress Capital Advisors LLC now owns 10,646 shares of the company’s stock valued at $1,057,000 after acquiring an additional 107 shares in the last quarter. Fortitude Advisory Group L.L.C. boosted its stake in iShares Core U.S. Aggregate Bond ETF by 1.3% in the 2nd quarter. Fortitude Advisory Group L.L.C. now owns 8,566 shares of the company’s stock worth $848,000 after purchasing an additional 107 shares during the period. Waystone Advisors LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF by 3.2% in the 1st quarter. Waystone Advisors LLC now owns 3,719 shares of the company’s stock worth $369,000 after purchasing an additional 116 shares during the period. Finally, Evolution Wealth Management Inc. boosted its stake in iShares Core U.S. Aggregate Bond ETF by 13.9% in the 1st quarter. Evolution Wealth Management Inc. now owns 977 shares of the company’s stock worth $97,000 after purchasing an additional 119 shares during the period. Institutional investors and hedge funds own 83.63% of the company’s stock.
iShares Core U.S. Aggregate Bond ETF Price Performance
AGG opened at $94.63 on Friday. The company has a market capitalization of $136.54 billion, a price-to-earnings ratio of 124.57 and a beta of 0.26. The business’s 50-day moving average price is $96.47 and its two-hundred day moving average price is $97.92. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $93.83 and a 1 year high of $101.46.
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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