iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Acquired by Octavia Wealth Advisors LLC

Octavia Wealth Advisors LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 7.9% during the 1st quarter, HoldingsChannel reports. The firm owned 244,224 shares of the company’s stock after purchasing an additional 17,783 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises approximately 2.9% of Octavia Wealth Advisors LLC’s holdings, making the stock its 8th largest position. Octavia Wealth Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $24,159,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of AGG. Wealth Advisors of Tampa Bay LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF by 4.9% in the fourth quarter. Wealth Advisors of Tampa Bay LLC now owns 2,397 shares of the company’s stock valued at $232,000 after buying an additional 112 shares in the last quarter. Retirement Wealth Solutions LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 0.5% in the first quarter. Retirement Wealth Solutions LLC now owns 21,591 shares of the company’s stock worth $2,136,000 after acquiring an additional 116 shares during the last quarter. D L Carlson Investment Group Inc. boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 0.3% in the 4th quarter. D L Carlson Investment Group Inc. now owns 39,641 shares of the company’s stock valued at $3,841,000 after purchasing an additional 131 shares in the last quarter. MorganRosel Wealth Management LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.4% in the 4th quarter. MorganRosel Wealth Management LLC now owns 9,788 shares of the company’s stock valued at $948,000 after purchasing an additional 137 shares in the last quarter. Finally, Centerpoint Advisors LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 10.0% during the 4th quarter. Centerpoint Advisors LLC now owns 1,530 shares of the company’s stock valued at $148,000 after purchasing an additional 139 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 Price Performance

AGG stock opened at $97.28 on Monday. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $95.74 and a 1 year high of $102.04. The stock has a market cap of $123.55 billion, a price-to-earnings ratio of 124.57 and a beta of 0.24. The company has a 50 day simple moving average of $97.84 and a 200 day simple moving average of $97.82.

About iShares Core U.S. Aggregate Bond ETF

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.