Tanager Wealth Management LLP Boosts Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Tanager Wealth Management LLP increased its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 3.0% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 275,203 shares of the company’s stock after purchasing an additional 8,027 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for 2.7% of Tanager Wealth Management LLP’s holdings, making the stock its 11th biggest holding. Tanager Wealth Management LLP’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $27,487,000 as of its most recent SEC filing.

Other large investors also recently added to or reduced their stakes in the company. Cultivar Capital Inc. lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 3.3% in the 3rd quarter. Cultivar Capital Inc. now owns 239,111 shares of the company’s stock worth $23,971,000 after purchasing an additional 7,750 shares in the last quarter. Ellenbecker Investment Group lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 8.5% in the 3rd quarter. Ellenbecker Investment Group now owns 648,841 shares of the company’s stock worth $65,046,000 after purchasing an additional 50,564 shares in the last quarter. CX Institutional lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 205.4% in the 3rd quarter. CX Institutional now owns 157,491 shares of the company’s stock worth $15,788,000 after purchasing an additional 105,924 shares in the last quarter. Fulton Breakefield Broenniman LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1.9% during the 3rd quarter. Fulton Breakefield Broenniman LLC now owns 384,827 shares of the company’s stock worth $38,579,000 after acquiring an additional 7,345 shares in the last quarter. Finally, CVA Family Office LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 8.2% during the 3rd quarter. CVA Family Office LLC now owns 113,857 shares of the company’s stock worth $11,414,000 after acquiring an additional 8,593 shares in the last quarter. 83.63% of the stock is owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of AGG opened at $99.85 on Friday. The stock has a market capitalization of $136.35 billion, a price-to-earnings ratio of 124.57 and a beta of 0.27. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $96.66 and a 1 year high of $101.46. The business’s 50 day simple moving average is $99.90 and its 200-day simple moving average is $100.13.

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.