iShares Core U.S. Aggregate Bond ETF $AGG Shares Bought by Acumen Wealth Advisors LLC

Acumen Wealth Advisors LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 1.6% in the first quarter, according to the company in its most recent filing with the SEC. The fund owned 347,987 shares of the company’s stock after buying an additional 5,328 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises about 9.3% of Acumen Wealth Advisors LLC’s portfolio, making the stock its 2nd largest holding. Acumen Wealth Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $34,545,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also modified their holdings of the stock. Blueline Advisors LLC acquired a new stake in iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth approximately $25,000. Cresta Advisors Ltd. acquired a new position in iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at $25,000. Valley National Advisers Inc. raised its holdings in iShares Core U.S. Aggregate Bond ETF by 339.0% in the 4th quarter. Valley National Advisers Inc. now owns 259 shares of the company’s stock valued at $25,000 after acquiring an additional 200 shares in the last quarter. First Command Advisory Services Inc. lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 321.2% during the 4th quarter. First Command Advisory Services Inc. now owns 278 shares of the company’s stock valued at $28,000 after acquiring an additional 212 shares during the period. Finally, Wiser Advisor Group LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 3rd quarter valued at $29,000. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

AGG opened at $97.74 on Wednesday. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $97.51 and a 52-week high of $101.46. The firm has a market cap of $137.98 billion, a P/E ratio of 124.57 and a beta of 0.25. The business’s fifty day moving average is $98.51 and its 200-day moving average is $99.37.

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.