Caliber Wealth Management LLC KS Buys 34,027 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Caliber Wealth Management LLC KS increased its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 12.6% during the 1st quarter, Holdings Channel.com reports. The fund owned 304,322 shares of the company’s stock after buying an additional 34,027 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for approximately 3.3% of Caliber Wealth Management LLC KS’s portfolio, making the stock its 3rd largest position. Caliber Wealth Management LLC KS’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $30,210,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of the stock. Valley National Advisers Inc. raised its stake in iShares Core U.S. Aggregate Bond ETF by 339.0% during the fourth quarter. Valley National Advisers Inc. now owns 259 shares of the company’s stock worth $25,000 after purchasing an additional 200 shares during the period. Cresta Advisors Ltd. purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at $25,000. Blueline Advisors LLC purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at $25,000. First Command Advisory Services Inc. increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 321.2% during the 4th quarter. First Command Advisory Services Inc. now owns 278 shares of the company’s stock worth $28,000 after buying an additional 212 shares during the last quarter. Finally, Wiser Advisor Group LLC acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 3rd quarter worth $29,000. 83.63% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.0%

Shares of AGG opened at $99.37 on Tuesday. The firm has a market capitalization of $135.77 billion, a P/E ratio of 124.57 and a beta of 0.25. The stock’s fifty day simple moving average is $98.85 and its 200 day simple moving average is $99.57. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $97.51 and a twelve 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.