Ameliora Wealth Management Ltd. Has $14.01 Million Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Ameliora Wealth Management Ltd. lifted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 13.6% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 140,291 shares of the company’s stock after buying an additional 16,805 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises 4.3% of Ameliora Wealth Management Ltd.’s investment portfolio, making the stock its 6th largest holding. Ameliora Wealth Management Ltd.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $14,012,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. Wiser Advisor Group LLC acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF during the third quarter worth approximately $29,000. North Ridge Wealth Advisors Inc. bought a new stake in iShares Core U.S. Aggregate Bond ETF in the second quarter valued at $29,000. Collier Financial bought a new stake in iShares Core U.S. Aggregate Bond ETF in the third quarter valued at $31,000. JCIC Asset Management Inc. bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the third quarter worth $32,000. Finally, Moisand Fitzgerald Tamayo LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 78.0% during the fourth quarter. Moisand Fitzgerald Tamayo LLC now owns 331 shares of the company’s stock worth $33,000 after purchasing an additional 145 shares during the last quarter. Institutional investors own 83.63% of the company’s stock.

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

Shares of AGG opened at $99.05 on Tuesday. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $96.15 and a 12-month high of $101.46. The firm has a market capitalization of $138.35 billion, a PE ratio of 124.57 and a beta of 0.25. The stock’s fifty day simple moving average is $99.99 and its 200-day simple moving average is $100.18.

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.