FSA Wealth Partners Inc. Has $4.31 Million Stake in iShares Core U.S. Aggregate Bond ETF $AGG

FSA Wealth Partners Inc. raised its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 74.7% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 43,155 shares of the company’s stock after buying an additional 18,459 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises about 1.5% of FSA Wealth Partners Inc.’s portfolio, making the stock its 14th largest position. FSA Wealth Partners Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $4,310,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently made changes to their positions in AGG. Brighton Jones LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 238.0% during the 4th quarter. Brighton Jones LLC now owns 9,984 shares of the company’s stock worth $967,000 after acquiring an additional 7,030 shares in the last quarter. Revolve Wealth Partners LLC raised its position in iShares Core U.S. Aggregate Bond ETF by 50.0% during the fourth quarter. Revolve Wealth Partners LLC now owns 9,127 shares of the company’s stock valued at $884,000 after purchasing an additional 3,044 shares in the last quarter. Russell Investments Group Ltd. bought a new stake in iShares Core U.S. Aggregate Bond ETF during the second quarter worth $111,000. Ieq Capital LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF by 9.9% during the second quarter. Ieq Capital LLC now owns 47,381 shares of the company’s stock worth $4,700,000 after purchasing an additional 4,269 shares during the last quarter. Finally, Quantinno Capital Management LP boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 7.6% in the 2nd quarter. Quantinno Capital Management LP now owns 13,419 shares of the company’s stock valued at $1,331,000 after purchasing an additional 943 shares in 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 Performance

Shares of AGG opened at $99.40 on Wednesday. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $96.66 and a 52-week high of $101.46. The firm has a market cap of $135.85 billion, a price-to-earnings ratio of 124.57 and a beta of 0.27. The business’s fifty day moving average is $99.75 and its 200-day moving average is $100.10.

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.