Kingswood Wealth Advisors LLC Purchases 22,570 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Kingswood Wealth Advisors LLC increased its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 37.7% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 82,504 shares of the company’s stock after acquiring an additional 22,570 shares during the period. Kingswood Wealth Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $8,163,000 at the end of the most recent reporting period.

Several other large investors also recently modified their holdings of AGG. Bradley & Co. Private Wealth Management LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter worth $25,000. Greenline Partners LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter worth $31,000. Bank of Jackson Hole Trust bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter worth $35,000. Godsey & Gibb Inc. bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the first quarter worth $46,000. Finally, Curio Wealth LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter worth $50,000. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of AGG opened at $98.06 on Wednesday. iShares Core U.S. Aggregate Bond ETF has a one year low of $95.74 and a one year high of $102.04. The firm has a market capitalization of $124.54 billion, a P/E ratio of 124.57 and a beta of 0.24. The business has a fifty day moving average of $97.76 and a 200 day moving average of $97.79.

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.