Premier Path Wealth Partners LLC Increases Stock Position in iShares Core U.S. Aggregate Bond ETF $AGG

Premier Path Wealth Partners LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 71.8% in the 2nd quarter, according to its most recent filing with the SEC. The firm owned 10,319 shares of the company’s stock after purchasing an additional 4,312 shares during the period. Premier Path Wealth Partners LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,024,000 at the end of the most recent quarter.

Several other hedge funds have also recently modified their holdings of AGG. Briaud Financial Planning Inc purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 1st quarter worth approximately $25,000. MTM Investment Management LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF during the first quarter valued at approximately $37,000. AlphaCore Capital LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF during the first quarter valued at approximately $40,000. Atlas Capital Advisors Inc. lifted its position in iShares Core U.S. Aggregate Bond ETF by 66.7% during the first quarter. Atlas Capital Advisors Inc. now owns 500 shares of the company’s stock valued at $49,000 after acquiring an additional 200 shares during the last quarter. Finally, MJT & Associates Financial Advisory Group Inc. purchased a new stake in iShares Core U.S. Aggregate Bond ETF during the first quarter valued at approximately $56,000. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Down 0.2%

NYSEARCA:AGG opened at $100.60 on Friday. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $95.74 and a 52 week high of $101.35. The firm has a 50 day moving average of $100.30 and a 200 day moving average of $98.93. The stock has a market capitalization of $135.38 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25.

iShares Core U.S. Aggregate Bond ETF 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.