Beta Wealth Group Inc. Acquires Shares of 5,986 iShares Core U.S. Aggregate Bond ETF $AGG

Beta Wealth Group Inc. bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 5,986 shares of the company’s stock, valued at approximately $600,000.

Several other institutional investors and hedge funds have also modified their holdings of the stock. Cultivar Capital Inc. raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 3.3% in the 3rd quarter. Cultivar Capital Inc. now owns 239,111 shares of the company’s stock worth $23,971,000 after buying an additional 7,750 shares in the last quarter. Ellenbecker Investment Group lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 8.5% during the third quarter. Ellenbecker Investment Group now owns 648,841 shares of the company’s stock valued at $65,046,000 after acquiring an additional 50,564 shares during the period. CX Institutional boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 205.4% in the 3rd quarter. CX Institutional now owns 157,491 shares of the company’s stock valued at $15,788,000 after purchasing an additional 105,924 shares in the last quarter. Fulton Breakefield Broenniman LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.9% during the 3rd quarter. Fulton Breakefield Broenniman LLC now owns 384,827 shares of the company’s stock worth $38,579,000 after purchasing an additional 7,345 shares in the last quarter. Finally, CVA Family Office LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 8.2% during the 3rd quarter. CVA Family Office LLC now owns 113,857 shares of the company’s stock valued at $11,414,000 after purchasing an additional 8,593 shares during the last quarter. 83.63% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.3%

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $100.99 on Tuesday. The stock has a market capitalization of $139.57 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. The firm’s 50-day moving average price is $100.09 and its two-hundred day moving average price is $100.09. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $96.15 and a 1-year high of $101.35.

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.