Palumbo Wealth Management LLC purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 5,734 shares of the company’s stock, valued at approximately $573,000.
Other hedge funds also recently modified their holdings of the company. North Ridge Wealth Advisors Inc. acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 2nd quarter worth $29,000. Wiser Advisor Group LLC acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 3rd quarter worth $29,000. Collier Financial acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 3rd quarter worth $31,000. JCIC Asset Management Inc. acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 3rd quarter worth $32,000. Finally, Moisand Fitzgerald Tamayo LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 78.0% during the 4th quarter. Moisand Fitzgerald Tamayo LLC now owns 331 shares of the company’s stock worth $33,000 after purchasing an additional 145 shares during the last quarter. Institutional investors and hedge funds own 83.63% of the company’s stock.
iShares Core U.S. Aggregate Bond ETF Stock Up 0.1%
Shares of AGG opened at $99.17 on Wednesday. The company’s fifty day moving average is $99.97 and its 200-day moving average is $100.17. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $96.15 and a 12 month high of $101.46. The firm has a market cap of $137.59 billion, a price-to-earnings ratio of 124.57 and a beta of 0.26.
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.
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