Traveka Wealth LLC Raises Stake in iShares Core U.S. Aggregate Bond ETF $AGG

Traveka Wealth LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 170.9% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 11,400 shares of the company’s stock after purchasing an additional 7,192 shares during the quarter. Traveka Wealth LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,139,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also made changes to their positions in the company. Raymond James Financial Inc. increased its position in iShares Core U.S. Aggregate Bond ETF by 2.5% during the 3rd quarter. Raymond James Financial Inc. now owns 79,246,704 shares of the company’s stock valued at $7,944,482,000 after buying an additional 1,911,414 shares in the last quarter. Bank of America Corp DE grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 5.5% in the third quarter. Bank of America Corp DE now owns 46,326,160 shares of the company’s stock worth $4,644,198,000 after acquiring an additional 2,423,410 shares during the last quarter. Mercer Global Advisors Inc. ADV grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 17.5% in the third quarter. Mercer Global Advisors Inc. ADV now owns 33,227,135 shares of the company’s stock worth $3,331,020,000 after acquiring an additional 4,942,715 shares during the last quarter. Betterment LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 6.5% during the third quarter. Betterment LLC now owns 24,568,480 shares of the company’s stock valued at $2,462,990,000 after acquiring an additional 1,500,630 shares in the last quarter. Finally, Wealth Enhancement Advisory Services LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 8.3% during the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 19,621,070 shares of the company’s stock valued at $1,962,495,000 after acquiring an additional 1,507,215 shares in the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $98.66 on Monday. The stock has a market cap of $136.35 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. The firm’s 50-day moving average is $100.23 and its 200 day moving average is $100.28. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $96.15 and a 1 year high of $101.46.

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.