Alteri Wealth LLC Buys 3,311 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Alteri Wealth LLC raised its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 81.1% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 7,395 shares of the company’s stock after acquiring an additional 3,311 shares during the period. Alteri Wealth LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $734,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of AGG. Briaud Financial Planning Inc purchased a new stake in iShares Core U.S. Aggregate Bond ETF during the 1st quarter valued at about $25,000. Angeles Investment Advisors LLC bought a new position in shares of iShares Core U.S. Aggregate Bond ETF in the second quarter worth approximately $26,000. AlphaCore Capital LLC purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the first quarter valued at approximately $40,000. Atlas Capital Advisors Inc. increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 66.7% during the first quarter. Atlas Capital Advisors Inc. now owns 500 shares of the company’s stock valued at $49,000 after acquiring an additional 200 shares in the last quarter. Finally, MJT & Associates Financial Advisory Group Inc. purchased a new position in iShares Core U.S. Aggregate Bond ETF in the 1st quarter worth approximately $56,000. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.1%

AGG stock opened at $100.08 on Wednesday. The stock’s 50 day simple moving average is $100.46 and its 200 day simple moving average is $99.13. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $95.74 and a 12-month high of $101.35. The stock has a market capitalization of $134.68 billion, a PE ratio of 124.57 and a beta of 0.25.

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.