Level Wealth Management LLC Makes New $2.05 Million Investment in iShares Core U.S. Aggregate Bond ETF $AGG

Level Wealth Management LLC acquired a new stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) in the 3rd quarter, according to the company in its most recent filing with the SEC. The fund acquired 21,690 shares of the company’s stock, valued at approximately $2,051,000. iShares Core U.S. Aggregate Bond ETF comprises approximately 0.8% of Level Wealth Management LLC’s investment portfolio, making the stock its 18th biggest holding.

Several other institutional investors have also recently bought and sold shares of the business. First Interstate Bank acquired a new position in iShares Core U.S. Aggregate Bond ETF during the 3rd quarter worth about $2,981,000. Sigma Planning Corp bought a new stake in iShares Core U.S. Aggregate Bond ETF during the 3rd quarter worth about $7,013,000. Financial Management Professionals Inc. bought a new stake in iShares Core U.S. Aggregate Bond ETF during the 3rd quarter worth about $308,000. Brandywine Oak Private Wealth LLC increased its position in iShares Core U.S. Aggregate Bond ETF by 63.9% in the 3rd quarter. Brandywine Oak Private Wealth LLC now owns 7,893 shares of the company’s stock valued at $746,000 after acquiring an additional 3,076 shares in the last quarter. Finally, L.K. Benson & Company P.C. increased its position in iShares Core U.S. Aggregate Bond ETF by 2.2% in the 3rd quarter. L.K. Benson & Company P.C. now owns 23,538 shares of the company’s stock valued at $2,225,000 after acquiring an additional 517 shares in the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA AGG opened at $95.96 on Monday. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $93.83 and a 1-year high of $101.46. The company has a market cap of $139.32 billion, a PE ratio of 124.57 and a beta of 0.26. The company has a 50-day moving average of $95.97 and a two-hundred day moving average of $97.63.

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.