iShares Core U.S. Aggregate Bond ETF $AGG is GoalFusion Wealth Management LLC’s 2nd Largest Position

GoalFusion Wealth Management LLC boosted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 7.0% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 560,186 shares of the company’s stock after acquiring an additional 36,509 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for 22.4% of GoalFusion Wealth Management LLC’s investment portfolio, making the stock its 2nd biggest position. GoalFusion Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $55,447,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Blueline Advisors LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at approximately $25,000. Cresta Advisors Ltd. purchased a new stake in iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at $25,000. Valley National Advisers Inc. boosted its position in iShares Core U.S. Aggregate Bond ETF by 339.0% in 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 last quarter. First Command Advisory Services Inc. grew its stake 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 valued at $28,000 after purchasing an additional 212 shares during the period. Finally, Wiser Advisor Group LLC purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 3rd quarter valued at about $29,000. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.1%

AGG opened at $97.32 on Wednesday. The company’s 50 day moving average is $98.22 and its 200 day moving average is $99.10. The company has a market cap of $137.33 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $97.12 and a 12-month high of $101.46.

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.