28,089 Shares in iShares Core U.S. Aggregate Bond ETF $AGG Purchased by Pacific Excel Wealth Advisors Inc.

Pacific Excel Wealth Advisors Inc. acquired a new stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 28,089 shares of the company’s stock, valued at approximately $2,780,000. iShares Core U.S. Aggregate Bond ETF accounts for about 1.1% of Pacific Excel Wealth Advisors Inc.’s holdings, making the stock its 22nd largest position.

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

iShares Core U.S. Aggregate Bond ETF Stock Performance

NYSEARCA:AGG opened at $97.66 on Wednesday. The stock has a market capitalization of $137.81 billion, a P/E ratio of 124.57 and a beta of 0.25. The company has a 50 day moving average price of $98.36 and a 200 day moving average price of $99.19. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $97.12 and a fifty-two week high of $101.46.

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.