Falcon Wealth Planning Purchases New Shares in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Falcon Wealth Planning acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) in the 1st quarter, Holdings Channel reports. The firm acquired 2,046 shares of the company’s stock, valued at approximately $202,000.

Other institutional investors and hedge funds have also made changes to their positions in the company. Jones Financial Companies Lllp lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 6.1% in the 4th quarter. Jones Financial Companies Lllp now owns 128,947,585 shares of the company’s stock valued at $12,495,021,000 after acquiring an additional 7,463,618 shares during the last quarter. Raymond James Financial Inc. purchased a new stake in iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at approximately $7,545,901,000. Wells Fargo & Company MN raised its position in iShares Core U.S. Aggregate Bond ETF by 5.9% during the fourth quarter. Wells Fargo & Company MN now owns 53,836,254 shares of the company’s stock valued at $5,216,733,000 after purchasing an additional 3,007,758 shares during the period. Envestnet Asset Management Inc. lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 5.6% in the 4th quarter. Envestnet Asset Management Inc. now owns 51,597,816 shares of the company’s stock valued at $4,999,828,000 after purchasing an additional 2,718,705 shares during the last quarter. Finally, Bank of America Corp DE boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 9.9% in the 4th quarter. Bank of America Corp DE now owns 43,758,246 shares of the company’s stock worth $4,240,174,000 after purchasing an additional 3,944,353 shares during the period. 83.63% of the stock is owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

NYSEARCA AGG opened at $99.08 on Friday. The business’s 50 day moving average price is $97.88 and its 200-day moving average price is $97.78. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $95.74 and a fifty-two week high of $102.04. The company has a market cap of $128.62 billion, a P/E ratio of 124.57 and a beta of 0.12.

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.