Trajan Wealth LLC Has $127.60 Million Stake in iShares Core U.S. Aggregate Bond ETF $AGG

Trajan Wealth LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 1.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 1,277,485 shares of the company’s stock after acquiring an additional 13,932 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises about 5.3% of Trajan Wealth LLC’s portfolio, making the stock its 4th largest holding. Trajan Wealth LLC owned approximately 0.09% of iShares Core U.S. Aggregate Bond ETF worth $127,595,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also recently modified their holdings of AGG. Valley National Advisers Inc. lifted its position 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 valued at $25,000 after purchasing an additional 200 shares during the last quarter. Cresta Advisors Ltd. bought a new position in iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at $25,000. Wiser Advisor Group LLC bought a new position in iShares Core U.S. Aggregate Bond ETF during the third quarter valued at $29,000. North Ridge Wealth Advisors Inc. purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the second quarter valued at $29,000. Finally, Collier Financial purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the third quarter valued at $31,000. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.6%

Shares of AGG opened at $98.22 on Thursday. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $96.66 and a twelve month high of $101.46. The company has a market cap of $134.20 billion, a P/E ratio of 124.57 and a beta of 0.26. The company’s fifty day simple moving average is $99.15 and its 200-day simple moving average is $99.87.

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.