iShares Core U.S. Aggregate Bond ETF $AGG Shares Purchased by TruWealth Advisors LLC

TruWealth Advisors LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 5.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 126,909 shares of the company’s stock after purchasing an additional 6,673 shares during the period. TruWealth Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $12,676,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently modified their holdings of the company. Wiser Advisor Group LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 3rd quarter valued at about $29,000. North Ridge Wealth Advisors Inc. bought a new position in shares of iShares Core U.S. Aggregate Bond ETF during the second quarter valued at approximately $29,000. Collier Financial acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 3rd quarter worth approximately $31,000. JCIC Asset Management Inc. bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 3rd quarter worth approximately $32,000. Finally, Evolution Wealth Management Inc. bought a new stake in iShares Core U.S. Aggregate Bond ETF in the 3rd quarter valued at about $40,000. 83.63% of the stock is owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Stock Performance

NYSEARCA AGG opened at $98.66 on Friday. The stock has a market capitalization of $136.35 billion, a P/E ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $96.15 and a 1 year high of $101.46. The business’s fifty day moving average is $100.23 and its two-hundred day moving average is $100.27.

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.