Storen Legacy Partners LLC Purchases Shares of 83,903 iShares Core U.S. Aggregate Bond ETF $AGG

Storen Legacy Partners LLC acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 83,903 shares of the company’s stock, valued at approximately $8,380,000. iShares Core U.S. Aggregate Bond ETF comprises about 2.6% of Storen Legacy Partners LLC’s portfolio, making the stock its 10th largest holding.

Other large investors have also modified their holdings of the company. Curated Wealth Partners LLC purchased a new position in iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth approximately $3,913,000. CPR Investments Inc. lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 205.1% in the fourth quarter. CPR Investments Inc. now owns 53,934 shares of the company’s stock valued at $5,387,000 after purchasing an additional 36,256 shares in the last quarter. NBC Securities Inc. lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 30.1% in the fourth quarter. NBC Securities Inc. now owns 59,388 shares of the company’s stock valued at $5,932,000 after purchasing an additional 13,724 shares in the last quarter. Capital Asset Advisory Services LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 8.7% in the fourth quarter. Capital Asset Advisory Services LLC now owns 1,772,568 shares of the company’s stock worth $177,292,000 after buying an additional 141,584 shares during the period. Finally, Bright Financial Advisors Inc. boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 7.1% in the third quarter. Bright Financial Advisors Inc. now owns 353,529 shares of the company’s stock worth $35,441,000 after buying an additional 23,511 shares during the period. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of AGG stock opened at $98.90 on Friday. The company has a market capitalization of $135.13 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $97.51 and a 1-year high of $101.46. The stock’s fifty day simple moving average is $98.90 and its 200-day simple moving average is $99.61.

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.