Corepath Wealth Partners LLC Has $11.06 Million Stock Position in iShares Core U.S. Aggregate Bond ETF $AGG

Corepath Wealth Partners LLC decreased its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 16.7% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 110,671 shares of the company’s stock after selling 22,169 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up about 8.0% of Corepath Wealth Partners LLC’s investment portfolio, making the stock its 3rd largest position. Corepath Wealth Partners LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $11,063,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also recently bought and sold shares of the stock. Angeles Investment Advisors LLC acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 2nd quarter valued at $26,000. North Ridge Wealth Advisors Inc. acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 2nd quarter worth about $29,000. Collier Financial bought a new position in iShares Core U.S. Aggregate Bond ETF during the 3rd quarter valued at about $31,000. JCIC Asset Management Inc. acquired a new position in iShares Core U.S. Aggregate Bond ETF in the third quarter valued at about $32,000. Finally, Evolution Wealth Management Inc. acquired a new position in iShares Core U.S. Aggregate Bond ETF in the third quarter valued at about $40,000. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Trading Down 0.0%

NYSEARCA AGG opened at $101.09 on Wednesday. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $96.15 and a 1-year high of $101.35. The company has a 50 day moving average of $100.21 and a 200-day moving average of $100.17. The firm has a market cap of $139.71 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25.

iShares Core U.S. Aggregate Bond ETF 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.