Brass Tax Wealth Management Inc. Buys 20,666 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Brass Tax Wealth Management Inc. grew its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 36.8% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 76,770 shares of the company’s stock after buying an additional 20,666 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for about 1.3% of Brass Tax Wealth Management Inc.’s investment portfolio, making the stock its 18th biggest holding. Brass Tax Wealth Management Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $7,696,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors also recently made changes to their positions in the company. Angeles Investment Advisors LLC acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the second quarter worth $26,000. North Ridge Wealth Advisors Inc. acquired a new position in iShares Core U.S. Aggregate Bond ETF in the 2nd quarter worth $29,000. Collier Financial bought a new position in iShares Core U.S. Aggregate Bond ETF during the 3rd quarter worth about $31,000. JCIC Asset Management Inc. bought a new position in iShares Core U.S. Aggregate Bond ETF during the 3rd quarter worth about $32,000. Finally, Evolution Wealth Management Inc. acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 3rd quarter valued at about $40,000. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $99.21 on Friday. The firm has a market cap of $137.11 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. The stock’s 50-day moving average is $100.30 and its 200-day moving average is $100.28. iShares Core U.S. Aggregate Bond ETF has a one year low of $96.15 and a one year high of $101.46.

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.