Navigate Wealth Management LLC Takes Position in iShares Core U.S. Aggregate Bond ETF $AGG

Navigate Wealth Management LLC bought a new position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) during the 1st quarter, Holdings Channel.com reports. The firm bought 72,576 shares of the company’s stock, valued at approximately $7,219,000. iShares Core U.S. Aggregate Bond ETF makes up 5.1% of Navigate Wealth Management LLC’s investment portfolio, making the stock its 6th biggest position.

Other large investors have also recently added to or reduced their stakes in the company. Kampmann Melissa S. grew its holdings in iShares Core U.S. Aggregate Bond ETF by 1.0% in the 4th quarter. Kampmann Melissa S. now owns 10,508 shares of the company’s stock valued at $1,051,000 after buying an additional 100 shares during the period. Verus Wealth Management LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1.3% during the 1st quarter. Verus Wealth Management LLC now owns 8,057 shares of the company’s stock worth $800,000 after acquiring an additional 106 shares during the period. Childress Capital Advisors LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.0% in the first quarter. Childress Capital Advisors LLC now owns 10,646 shares of the company’s stock worth $1,057,000 after acquiring an additional 107 shares during the last quarter. Stephens Consulting LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 9.4% in the fourth quarter. Stephens Consulting LLC now owns 1,288 shares of the company’s stock worth $129,000 after acquiring an additional 111 shares during the last quarter. Finally, Hoge Financial Services LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF by 1.3% in the fourth quarter. Hoge Financial Services LLC now owns 8,521 shares of the company’s stock valued at $851,000 after purchasing an additional 111 shares during the period. 83.63% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

iShares Core U.S. Aggregate Bond ETF stock opened at $98.08 on Monday. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $97.51 and a 1 year high of $101.46. The firm has a 50 day moving average price of $98.65 and a 200 day moving average price of $99.47. The company has a market cap of $138.28 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25.

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.