Financial & Tax Architects LLC Has $11.51 Million Stake in iShares Core U.S. Aggregate Bond ETF $AGG

Financial & Tax Architects LLC decreased its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 16.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 115,271 shares of the company’s stock after selling 23,043 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up approximately 2.6% of Financial & Tax Architects LLC’s investment portfolio, making the stock its 8th biggest position. Financial & Tax Architects LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $11,513,000 at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. Erickson Financial Group LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 8.4% in the fourth quarter. Erickson Financial Group LLC now owns 76,352 shares of the company’s stock worth $7,626,000 after buying an additional 5,894 shares in the last quarter. WestHill Financial Advisors Inc. grew its holdings in iShares Core U.S. Aggregate Bond ETF by 1.3% during the 4th quarter. WestHill Financial Advisors Inc. now owns 16,877 shares of the company’s stock valued at $1,686,000 after buying an additional 214 shares in the last quarter. SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co bought a new stake in iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth approximately $254,000. Realta Investment Advisors increased its stake in iShares Core U.S. Aggregate Bond ETF by 6.3% in the 4th quarter. Realta Investment Advisors now owns 12,044 shares of the company’s stock worth $1,203,000 after acquiring an additional 717 shares during the last quarter. Finally, Florida Trust Wealth Management Co raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 7.6% during the 4th quarter. Florida Trust Wealth Management Co now owns 243,616 shares of the company’s stock worth $24,332,000 after acquiring an additional 17,303 shares in the last quarter. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

NYSEARCA AGG opened at $99.23 on Monday. The company has a market capitalization of $138.60 billion, a P/E 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 stock has a 50 day moving average price of $100.01 and a 200-day moving average price of $100.18.

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.