Innovative Wealth Building LLC Acquires 6,042 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Innovative Wealth Building LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 17.8% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 40,067 shares of the company’s stock after purchasing an additional 6,042 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises approximately 3.3% of Innovative Wealth Building LLC’s investment portfolio, making the stock its 7th biggest holding. Innovative Wealth Building LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $3,975,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Texas Yale Capital Corp. raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1.6% in the first quarter. Texas Yale Capital Corp. now owns 6,496 shares of the company’s stock valued at $643,000 after purchasing an additional 103 shares during the last quarter. VAUGHAN & Co SECURITIES INC. raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1.6% in the second quarter. VAUGHAN & Co SECURITIES INC. now owns 6,539 shares of the company’s stock valued at $649,000 after purchasing an additional 104 shares during the last quarter. Vestia Personal Wealth Advisors raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 5.2% in the second quarter. Vestia Personal Wealth Advisors now owns 2,167 shares of the company’s stock valued at $215,000 after purchasing an additional 107 shares during the last quarter. Tempus Wealth Planning LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 3.0% in the first quarter. Tempus Wealth Planning LLC now owns 3,830 shares of the company’s stock valued at $379,000 after purchasing an additional 110 shares during the last quarter. Finally, Cornerstone Planning Group LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 19.9% in the first quarter. Cornerstone Planning Group LLC now owns 686 shares of the company’s stock valued at $67,000 after purchasing an additional 114 shares during the last quarter. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Stock Down 0.1%

NYSEARCA AGG opened at $100.18 on Friday. The company has a market capitalization of $132.01 billion, a PE ratio of 124.57 and a beta of 0.12. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $95.74 and a 12-month high of $101.02. The firm’s 50 day moving average is $99.62 and its 200-day moving average is $98.62.

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.