Patriot Financial Group Insurance Agency LLC Purchases 53,251 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Patriot Financial Group Insurance Agency LLC grew its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 110.7% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 101,350 shares of the company’s stock after purchasing an additional 53,251 shares during the quarter. Patriot Financial Group Insurance Agency LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $10,061,000 as of its most recent SEC filing.

Other large investors also recently made changes to their positions in the company. NBC Securities Inc. boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 30.1% in the fourth quarter. NBC Securities Inc. now owns 59,388 shares of the company’s stock valued at $5,932,000 after acquiring an additional 13,724 shares during the period. Curated Wealth Partners LLC bought a new position in iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth about $3,913,000. CPR Investments Inc. increased its position in iShares Core U.S. Aggregate Bond ETF by 205.1% during the fourth quarter. CPR Investments Inc. now owns 53,934 shares of the company’s stock worth $5,387,000 after acquiring an additional 36,256 shares during the period. Capital Asset Advisory Services LLC raised its stake in iShares Core U.S. Aggregate Bond ETF by 8.7% in the 4th quarter. Capital Asset Advisory Services LLC now owns 1,772,568 shares of the company’s stock worth $177,292,000 after purchasing an additional 141,584 shares in the last quarter. Finally, Clearstead Advisors LLC raised its stake in iShares Core U.S. Aggregate Bond ETF by 22.2% in the 4th quarter. Clearstead Advisors LLC now owns 217,140 shares of the company’s stock worth $21,688,000 after purchasing an additional 39,415 shares in the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.1%

NYSEARCA AGG opened at $99.34 on Friday. The company has a market capitalization of $135.73 billion, a P/E ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $97.51 and a 12-month high of $101.46. The firm has a 50-day moving average price of $98.85 and a two-hundred day moving average price of $99.57.

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.