TrinityPoint Wealth LLC Grows Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

TrinityPoint Wealth LLC raised its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 6.9% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 3,342 shares of the company’s stock after buying an additional 216 shares during the period. TrinityPoint Wealth LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $324,000 at the end of the most recent quarter.

Other large investors have also modified their holdings of the company. Prevail Innovative Wealth Advisors LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 32.1% in the 4th quarter. Prevail Innovative Wealth Advisors LLC now owns 17,314 shares of the company’s stock valued at $1,678,000 after purchasing an additional 4,207 shares in the last quarter. Diversified Enterprises LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 6.6% in the 4th quarter. Diversified Enterprises LLC now owns 122,104 shares of the company’s stock valued at $11,832,000 after purchasing an additional 7,526 shares in the last quarter. Fairvoy Private Wealth LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at about $12,479,000. WealthTrust Asset Management LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 0.3% in the 4th quarter. WealthTrust Asset Management LLC now owns 59,467 shares of the company’s stock valued at $5,762,000 after purchasing an additional 198 shares in the last quarter. Finally, Kingsview Wealth Management LLC raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 35.9% during the 4th quarter. Kingsview Wealth Management LLC now owns 1,286,651 shares of the company’s stock worth $124,676,000 after acquiring an additional 339,637 shares in the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.1%

NYSEARCA AGG opened at $97.66 on Monday. The firm has a market cap of $123.05 billion, a PE ratio of 124.57 and a beta of 0.25. The company has a 50 day moving average price of $98.15 and a 200 day moving average price of $97.87. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $95.63 and a 52 week high of $102.04.

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.