Partners Wealth Management LLC Purchases New Position in iShares Core U.S. Aggregate Bond ETF $AGG

Partners Wealth Management LLC acquired a new position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 24,774 shares of the company’s stock, valued at approximately $2,342,000.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in AGG. Soltis Investment Advisors LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 19.4% in the third quarter. Soltis Investment Advisors LLC now owns 37,348 shares of the company’s stock worth $3,531,000 after purchasing an additional 6,060 shares in the last quarter. Founders Financial Securities LLC acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the 3rd quarter worth approximately $30,705,000. Everett Harris & Co. CA acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the 3rd quarter worth approximately $273,000. Blueprint Investment Partners LLC boosted its position in iShares Core U.S. Aggregate Bond ETF by 8.0% during the third quarter. Blueprint Investment Partners LLC now owns 20,811 shares of the company’s stock worth $1,967,000 after purchasing an additional 1,541 shares during the period. Finally, Financial Solutions Advisory Group Inc. bought a new stake in iShares Core U.S. Aggregate Bond ETF during the third quarter worth approximately $62,175,000. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.3%

Shares of AGG stock opened at $96.15 on Friday. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $93.83 and a 12 month high of $101.46. The business’s 50 day moving average is $95.87 and its two-hundred day moving average is $98.28. The company has a market cap of $139.50 billion, a PE ratio of 124.57 and a beta of 0.26.

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.