Founders Grove Wealth Partners LLC raised its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 30.2% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 116,691 shares of the company’s stock after purchasing an additional 27,071 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for about 2.6% of Founders Grove Wealth Partners LLC’s portfolio, making the stock its 9th largest position. Founders Grove Wealth Partners LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $11,655,000 at the end of the most recent quarter.
Other institutional investors and hedge funds have also recently made changes to their positions in the company. Rothschild Investment LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF by 4.4% in the 3rd quarter. Rothschild Investment LLC now owns 2,441 shares of the company’s stock worth $245,000 after purchasing an additional 102 shares in the last quarter. Woodside Wealth Management LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.7% in the 3rd quarter. Woodside Wealth Management LLC now owns 6,241 shares of the company’s stock valued at $626,000 after purchasing an additional 104 shares during the last quarter. Realta Investment Advisors boosted its stake in iShares Core U.S. Aggregate Bond ETF by 0.9% during the third quarter. Realta Investment Advisors now owns 11,327 shares of the company’s stock worth $1,135,000 after buying an additional 105 shares during the period. Pathway Financial Advisors LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 0.8% during the 3rd quarter. Pathway Financial Advisors LLC now owns 14,255 shares of the company’s stock worth $1,429,000 after purchasing an additional 109 shares during the period. Finally, Invera Wealth Advisors LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 0.5% during the third quarter. Invera Wealth Advisors LLC now owns 24,356 shares of the company’s stock valued at $2,442,000 after buying an additional 112 shares during the period. Hedge funds and other institutional investors own 83.63% of the company’s stock.
iShares Core U.S. Aggregate Bond ETF Stock Down 0.3%
Shares of NYSEARCA:AGG opened at $98.76 on Wednesday. The stock has a market cap of $136.49 billion, a P/E ratio of 124.57 and a beta of 0.25. The business’s 50 day moving average is $100.18 and its 200 day moving average is $100.27. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $96.15 and a 52-week high of $101.46.
iShares Core U.S. Aggregate Bond ETF Company 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.
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