Discipline Wealth Solutions LLC Purchases 8,157 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Discipline Wealth Solutions LLC lifted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 44.4% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 26,546 shares of the company’s stock after buying an additional 8,157 shares during the period. Discipline Wealth Solutions LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $2,661,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Cultivar Capital Inc. raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 3.3% in the 3rd quarter. Cultivar Capital Inc. now owns 239,111 shares of the company’s stock valued at $23,971,000 after purchasing an additional 7,750 shares during the period. Ellenbecker Investment Group grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 8.5% during the third quarter. Ellenbecker Investment Group now owns 648,841 shares of the company’s stock worth $65,046,000 after buying an additional 50,564 shares in the last quarter. Fulton Breakefield Broenniman LLC raised its position in iShares Core U.S. Aggregate Bond ETF by 1.9% in the 3rd quarter. Fulton Breakefield Broenniman LLC now owns 384,827 shares of the company’s stock valued at $38,579,000 after buying an additional 7,345 shares during the last quarter. Calamos Wealth Management LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF by 6.6% in the 3rd quarter. Calamos Wealth Management LLC now owns 147,983 shares of the company’s stock valued at $14,835,000 after acquiring an additional 9,119 shares in the last quarter. Finally, Ally Invest Advisors Inc. boosted its position in iShares Core U.S. Aggregate Bond ETF by 5.5% during the 2nd quarter. Ally Invest Advisors Inc. now owns 163,385 shares of the company’s stock worth $16,208,000 after acquiring an additional 8,493 shares during the last quarter. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Trading Down 0.2%

Shares of AGG opened at $99.88 on Friday. The stock has a market capitalization of $134.41 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $95.74 and a 12 month high of $101.35. The firm has a fifty day simple moving average of $100.25 and a 200 day simple moving average of $99.68.

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.