Coastline Complete Wealth LLC Makes New Investment in iShares Core U.S. Aggregate Bond ETF $AGG

Coastline Complete Wealth LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) in the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor purchased 7,755 shares of the company’s stock, valued at approximately $770,000.

A number of other institutional investors and hedge funds also recently bought and sold shares of the business. Kampmann Melissa S. grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.0% in the 4th quarter. Kampmann Melissa S. now owns 10,508 shares of the company’s stock worth $1,051,000 after purchasing an additional 100 shares during the last quarter. Verus Wealth Management LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1.3% in the 1st quarter. Verus Wealth Management LLC now owns 8,057 shares of the company’s stock worth $800,000 after purchasing an additional 106 shares in the last quarter. Childress Capital Advisors LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF by 1.0% during the first quarter. Childress Capital Advisors LLC now owns 10,646 shares of the company’s stock valued at $1,057,000 after purchasing an additional 107 shares during the last quarter. Hoge Financial Services LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF by 1.3% during the fourth quarter. Hoge Financial Services LLC now owns 8,521 shares of the company’s stock valued at $851,000 after purchasing an additional 111 shares during the last quarter. Finally, Retirement Planning Group LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 1.7% during the fourth quarter. Retirement Planning Group LLC now owns 6,640 shares of the company’s stock worth $663,000 after buying an additional 114 shares in the last quarter. 83.63% of the stock is owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA:AGG opened at $97.37 on Friday. The stock has a market capitalization of $137.40 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 $97.24 and a 1-year high of $101.46. The company has a 50 day moving average price of $98.40 and a 200 day moving average price of $99.24.

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.