iShares Core U.S. Aggregate Bond ETF $AGG Position Raised by Affiance Financial LLC

Affiance Financial LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 8.9% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 897,669 shares of the company’s stock after purchasing an additional 73,060 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises approximately 14.4% of Affiance Financial LLC’s portfolio, making the stock its 2nd biggest holding. Affiance Financial LLC owned 0.07% of iShares Core U.S. Aggregate Bond ETF worth $89,659,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently modified their holdings of AGG. Alliance Wealth Management Group lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 19.2% during the 4th quarter. Alliance Wealth Management Group now owns 169,236 shares of the company’s stock valued at $16,903,000 after buying an additional 27,241 shares in the last quarter. Penney Financial LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 6.6% during the fourth quarter. Penney Financial LLC now owns 44,448 shares of the company’s stock worth $4,439,000 after acquiring an additional 2,743 shares in the last quarter. Palumbo Wealth Management LLC purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth $573,000. CCG Wealth Management LLC bought a new position in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter worth $351,000. Finally, Perfromance Wealth Partners LLC boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 71.6% in the fourth quarter. Perfromance Wealth Partners LLC now owns 5,171 shares of the company’s stock worth $516,000 after acquiring an additional 2,157 shares during the period. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA AGG opened at $99.17 on Wednesday. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $96.15 and a fifty-two week high of $101.46. The stock has a market cap of $137.59 billion, a PE ratio of 124.57 and a beta of 0.26. The stock has a fifty day moving average of $99.97 and a 200-day moving average of $100.17.

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.