Curated Wealth Partners LLC Acquires Shares of 39,175 iShares Core U.S. Aggregate Bond ETF $AGG

Curated Wealth Partners LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 39,175 shares of the company’s stock, valued at approximately $3,913,000. iShares Core U.S. Aggregate Bond ETF comprises approximately 0.4% of Curated Wealth Partners LLC’s portfolio, making the stock its 22nd biggest position.

Several other large investors also recently modified their holdings of AGG. Mercer Global Advisors Inc. ADV lifted its stake in iShares Core U.S. Aggregate Bond ETF by 17.5% in the third quarter. Mercer Global Advisors Inc. ADV now owns 33,227,135 shares of the company’s stock valued at $3,331,020,000 after purchasing an additional 4,942,715 shares during the last quarter. Bank of America Corp DE increased its position in iShares Core U.S. Aggregate Bond ETF by 5.5% in the third quarter. Bank of America Corp DE now owns 46,326,160 shares of the company’s stock worth $4,644,198,000 after buying an additional 2,423,410 shares during the last quarter. United Services Automobile Association increased its position in iShares Core U.S. Aggregate Bond ETF by 70.1% in the second quarter. United Services Automobile Association now owns 5,022,980 shares of the company’s stock worth $498,280,000 after buying an additional 2,069,200 shares during the last quarter. Raymond James Financial Inc. raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 2.5% in the third quarter. Raymond James Financial Inc. now owns 79,246,704 shares of the company’s stock valued at $7,944,482,000 after buying an additional 1,911,414 shares during the period. Finally, Wealth Enhancement Advisory Services LLC raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 9.7% in the third quarter. Wealth Enhancement Advisory Services LLC now owns 18,113,855 shares of the company’s stock valued at $1,813,740,000 after buying an additional 1,607,890 shares during the period. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA AGG opened at $98.76 on Wednesday. The stock has a market capitalization of $136.49 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 $101.46. The business’s fifty day moving average price is $100.18 and its 200-day moving average price is $100.27.

About iShares Core U.S. Aggregate Bond ETF

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.