5,644 Shares in iShares Core U.S. Aggregate Bond ETF $AGG Purchased by OLIO Financial Planning

OLIO Financial Planning acquired a new stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) in the third quarter, HoldingsChannel.com reports. The fund acquired 5,644 shares of the company’s stock, valued at approximately $534,000.

Several other hedge funds and other institutional investors also recently made changes to their positions in the business. Verus Wealth Management LLC raised its stake in 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 lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 1.0% during the 1st 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. Fortitude Advisory Group L.L.C. lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 1.3% during the 2nd quarter. Fortitude Advisory Group L.L.C. now owns 8,566 shares of the company’s stock valued at $848,000 after purchasing an additional 107 shares during the last quarter. Evolution Wealth Management Inc. lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 13.9% during the 1st quarter. Evolution Wealth Management Inc. now owns 977 shares of the company’s stock valued at $97,000 after purchasing an additional 119 shares during the last quarter. Finally, Asset Management Group Inc. lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 0.5% during the 1st quarter. Asset Management Group Inc. now owns 25,418 shares of the company’s stock valued at $2,523,000 after purchasing an additional 122 shares during the last quarter. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

AGG stock traded down $0.16 during midday trading on Friday, reaching $95.96. 7,446,518 shares of the company were exchanged, compared to its average volume of 9,589,422. The business has a 50-day moving average price of $95.97 and a two-hundred day moving average price of $97.64. iShares Core U.S. Aggregate Bond ETF has a one year low of $93.83 and a one year high of $101.46. The firm has a market capitalization of $139.32 billion, a price-to-earnings ratio of 124.57 and a beta of 0.26.

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.