Maia Wealth LLC Has $2.67 Million Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Maia Wealth LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 76.1% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 27,321 shares of the company’s stock after purchasing an additional 11,809 shares during the quarter. Maia Wealth LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $2,665,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently made changes to their positions in AGG. Bradley & Co. Private Wealth Management LLC acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at about $25,000. Kozak & Associates Inc. bought a new stake in iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at approximately $26,000. Newbridge Financial Services Group Inc. acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at approximately $33,000. Bank of Jackson Hole Trust bought a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth approximately $35,000. Finally, Stonebridge Financial Group LLC acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth approximately $43,000. Institutional investors own 83.63% of the company’s stock.

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

AGG opened at $99.25 on Friday. The stock’s fifty day simple moving average is $97.23 and its 200 day simple moving average is $98.72. 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 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 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.