iShares Core U.S. Aggregate Bond ETF $AGG Stake Boosted by TruWealth Advisors LLC

TruWealth Advisors LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 5.5% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 126,909 shares of the company’s stock after buying an additional 6,673 shares during the period. TruWealth Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $12,676,000 at the end of the most recent reporting period.

A number of other hedge funds also recently bought and sold shares of the company. Wiser Advisor Group LLC purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF in the third quarter worth approximately $29,000. North Ridge Wealth Advisors Inc. purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 2nd quarter valued at approximately $29,000. Collier Financial acquired a new position in iShares Core U.S. Aggregate Bond ETF in the 3rd quarter worth approximately $31,000. JCIC Asset Management Inc. purchased a new position in iShares Core U.S. Aggregate Bond ETF during the 3rd quarter worth approximately $32,000. Finally, Evolution Wealth Management Inc. acquired a new stake in iShares Core U.S. Aggregate Bond ETF during the 3rd quarter valued at $40,000. 83.63% of the stock is owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Down 0.8%

AGG opened at $98.66 on Friday. The firm has a market capitalization of $136.35 billion, a P/E ratio of 124.57 and a beta of 0.25. The stock has a fifty day moving average of $100.23 and a 200-day moving average of $100.27. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $96.15 and a 12-month 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.