Elevation Point Wealth Partners LLC Acquires 12,672 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Elevation Point Wealth Partners LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 13.8% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 104,623 shares of the company’s stock after purchasing an additional 12,672 shares during the quarter. Elevation Point Wealth Partners LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $10,386,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also modified their holdings of the company. Blueline Advisors LLC acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at $25,000. Cresta Advisors Ltd. bought a new position in iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at about $25,000. Valley National Advisers Inc. boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 339.0% in the fourth quarter. Valley National Advisers Inc. now owns 259 shares of the company’s stock valued at $25,000 after acquiring an additional 200 shares during the last quarter. First Command Advisory Services Inc. increased its position in iShares Core U.S. Aggregate Bond ETF by 321.2% in the fourth quarter. First Command Advisory Services Inc. now owns 278 shares of the company’s stock worth $28,000 after purchasing an additional 212 shares during the period. Finally, Wiser Advisor Group LLC acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the third quarter worth about $29,000. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

AGG opened at $98.61 on Friday. The company has a market cap of $138.36 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. The firm has a 50 day simple moving average of $98.78 and a 200 day simple moving average of $99.54. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $97.51 and a fifty-two week high of $101.46.

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.