Traveka Wealth LLC Grows Position in iShares Core U.S. Aggregate Bond ETF $AGG

Traveka Wealth LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 170.9% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 11,400 shares of the company’s stock after buying an additional 7,192 shares during the quarter. Traveka Wealth LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,139,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also bought and sold shares of the stock. Raymond James Financial Inc. raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 2.5% during the third quarter. Raymond James Financial Inc. now owns 79,246,704 shares of the company’s stock valued at $7,944,482,000 after purchasing an additional 1,911,414 shares during the last quarter. Bank of America Corp DE grew its position in iShares Core U.S. Aggregate Bond ETF by 5.5% in the 3rd quarter. Bank of America Corp DE now owns 46,326,160 shares of the company’s stock worth $4,644,198,000 after purchasing an additional 2,423,410 shares during the period. Mercer Global Advisors Inc. ADV raised its stake in iShares Core U.S. Aggregate Bond ETF by 17.5% during the 3rd quarter. Mercer Global Advisors Inc. ADV now owns 33,227,135 shares of the company’s stock valued at $3,331,020,000 after buying an additional 4,942,715 shares during the last quarter. Betterment LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 6.5% during the 3rd quarter. Betterment LLC now owns 24,568,480 shares of the company’s stock valued at $2,462,990,000 after buying an additional 1,500,630 shares during the period. Finally, Wealth Enhancement Advisory Services LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 8.3% in the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 19,621,070 shares of the company’s stock worth $1,962,495,000 after buying an additional 1,507,215 shares during the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of AGG opened at $98.66 on Monday. The firm has a market capitalization of $136.35 billion, a P/E ratio of 124.57 and a beta of 0.25. 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 has a fifty day moving average of $100.23 and a 200 day moving average of $100.28.

iShares Core U.S. Aggregate Bond ETF Company 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.