Regimen Wealth LLC Buys 7,347 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Regimen Wealth LLC raised its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 3.9% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 194,312 shares of the company’s stock after buying an additional 7,347 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up approximately 6.0% of Regimen Wealth LLC’s investment portfolio, making the stock its 5th largest position. Regimen Wealth LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $19,276,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also recently bought and sold shares of AGG. Briaud Financial Planning Inc purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 1st quarter valued at approximately $25,000. MTM Investment Management LLC acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 1st quarter valued at $37,000. AlphaCore Capital LLC acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 1st quarter worth about $40,000. Atlas Capital Advisors Inc. raised its holdings in iShares Core U.S. Aggregate Bond ETF by 66.7% in the 1st quarter. Atlas Capital Advisors Inc. now owns 500 shares of the company’s stock valued at $49,000 after buying an additional 200 shares during the period. Finally, MJT & Associates Financial Advisory Group Inc. acquired a new position in iShares Core U.S. Aggregate Bond ETF in the first quarter valued at about $56,000. 83.63% of the stock is currently owned by institutional investors and hedge funds.

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

AGG stock opened at $99.87 on Thursday. The business’s fifty day moving average price is $100.37 and its 200 day moving average price is $99.01. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $95.74 and a 12-month high of $101.35. The company has a market capitalization of $134.40 billion, a PE ratio of 124.57 and a beta of 0.25.

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.