Elevation Point Wealth Partners LLC Buys 116,019 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Elevation Point Wealth Partners LLC increased its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 2,446.1% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 120,762 shares of the company’s stock after buying an additional 116,019 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for 0.8% of Elevation Point Wealth Partners LLC’s portfolio, making the stock its 23rd largest position. Elevation Point Wealth Partners LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $12,106,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds also recently made changes to their positions in AGG. Cultivar Capital Inc. grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 3.3% during the third quarter. Cultivar Capital Inc. now owns 239,111 shares of the company’s stock valued at $23,971,000 after buying an additional 7,750 shares during the last quarter. Ellenbecker Investment Group raised its holdings in iShares Core U.S. Aggregate Bond ETF by 8.5% in the 3rd quarter. Ellenbecker Investment Group now owns 648,841 shares of the company’s stock worth $65,046,000 after acquiring an additional 50,564 shares during the last quarter. CX Institutional lifted its position in iShares Core U.S. Aggregate Bond ETF by 205.4% in the 3rd quarter. CX Institutional now owns 157,491 shares of the company’s stock valued at $15,788,000 after acquiring an additional 105,924 shares in the last quarter. Fulton Breakefield Broenniman LLC raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.9% in the third quarter. Fulton Breakefield Broenniman LLC now owns 384,827 shares of the company’s stock worth $38,579,000 after purchasing an additional 7,345 shares during the last quarter. Finally, CVA Family Office LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 8.2% during the third quarter. CVA Family Office LLC now owns 113,857 shares of the company’s stock valued at $11,414,000 after purchasing an additional 8,593 shares in the last quarter. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

iShares Core U.S. Aggregate Bond ETF stock opened at $99.21 on Friday. iShares Core U.S. Aggregate Bond ETF has a one year low of $96.15 and a one year high of $101.46. The business’s fifty day moving average is $100.30 and its 200 day moving average is $100.28. The stock has a market capitalization of $137.11 billion, a PE 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.