Earned Wealth Advisors LLC Increases Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Earned Wealth Advisors LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 21.6% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 341,253 shares of the company’s stock after acquiring an additional 60,712 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises about 2.4% of Earned Wealth Advisors LLC’s investment portfolio, making the stock its 11th biggest position. Earned Wealth Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $34,084,000 at the end of the most recent quarter.

Several other large investors have also made changes to their positions in AGG. Valley National Advisers Inc. lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 339.0% in the fourth quarter. Valley National Advisers Inc. now owns 259 shares of the company’s stock worth $25,000 after buying an additional 200 shares in the last quarter. Wiser Advisor Group LLC purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the third quarter worth about $29,000. North Ridge Wealth Advisors Inc. purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the second quarter worth about $29,000. Collier Financial purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the third quarter worth about $31,000. Finally, JCIC Asset Management Inc. purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the third quarter worth about $32,000. 83.63% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

NYSEARCA:AGG opened at $99.85 on Monday. The company has a market capitalization of $136.38 billion, a P/E ratio of 124.57 and a beta of 0.27. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $96.66 and a 12 month high of $101.46. The business’s 50-day moving average is $99.90 and its 200 day moving average is $100.13.

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.