iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Bought by Richard W. Paul & Associates LLC

Richard W. Paul & Associates LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 0.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 114,115 shares of the company’s stock after buying an additional 115 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises 4.0% of Richard W. Paul & Associates LLC’s investment portfolio, making the stock its 4th largest holding. Richard W. Paul & Associates LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $11,058,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Professional Financial Advisors LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1.3% during the fourth quarter. Professional Financial Advisors LLC now owns 664,736 shares of the company’s stock worth $64,413,000 after buying an additional 8,242 shares during the last quarter. Fairvoy Private Wealth LLC acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth approximately $12,479,000. Kingsview Wealth Management LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 35.9% during the fourth quarter. Kingsview Wealth Management LLC now owns 1,286,651 shares of the company’s stock worth $124,676,000 after buying an additional 339,637 shares during the last quarter. Drucker Wealth 3.0 LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 6.3% during the third quarter. Drucker Wealth 3.0 LLC now owns 5,724 shares of the company’s stock worth $580,000 after buying an additional 340 shares during the last quarter. Finally, World Investment Advisors LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1,845.5% during the third quarter. World Investment Advisors LLC now owns 320,965 shares of the company’s stock worth $32,037,000 after buying an additional 304,467 shares during the last quarter. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.4 %

AGG opened at $99.25 on Friday. The stock has a market cap of $125.06 billion, a PE ratio of 125.24 and a beta of 0.20. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $94.85 and a 1 year high of $102.04. The stock’s 50 day simple moving average is $97.23 and its 200-day simple moving average is $98.73.

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.