iShares Core U.S. Aggregate Bond ETF $AGG Shares Bought by High Note Wealth LLC

High Note Wealth LLC raised its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 7.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 123,228 shares of the company’s stock after purchasing an additional 8,377 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for 2.4% of High Note Wealth LLC’s investment portfolio, making the stock its 10th biggest holding. High Note Wealth LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $12,308,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also modified their holdings of AGG. Cresta Advisors Ltd. purchased a new position in iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at $25,000. Valley National Advisers Inc. raised its position in iShares Core U.S. Aggregate Bond ETF by 339.0% during the 4th quarter. Valley National Advisers Inc. now owns 259 shares of the company’s stock worth $25,000 after buying an additional 200 shares during the last quarter. Wiser Advisor Group LLC acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 3rd quarter worth $29,000. North Ridge Wealth Advisors Inc. purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the second quarter valued at about $29,000. Finally, Collier Financial acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF during the third quarter worth about $31,000. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

NYSEARCA AGG opened at $98.02 on Monday. The stock has a market capitalization of $133.92 billion, a P/E ratio of 124.57 and a beta of 0.26. 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 50-day moving average price of $99.29 and a 200 day moving average price of $99.93.

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.