Yukon Wealth Management Inc. Takes Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Yukon Wealth Management Inc. purchased a new position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGGFree Report) during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 10,258 shares of the company’s stock, valued at approximately $1,015,000.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Brighton Jones LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 238.0% in the 4th quarter. Brighton Jones LLC now owns 9,984 shares of the company’s stock valued at $967,000 after purchasing an additional 7,030 shares during the last quarter. Revolve Wealth Partners LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 50.0% during the 4th quarter. Revolve Wealth Partners LLC now owns 9,127 shares of the company’s stock valued at $884,000 after buying an additional 3,044 shares during the period. Mission Wealth Management LP grew its position in iShares Core U.S. Aggregate Bond ETF by 1.4% in the fourth quarter. Mission Wealth Management LP now owns 17,258 shares of the company’s stock worth $1,672,000 after acquiring an additional 245 shares during the period. Steward Partners Investment Advisory LLC increased its stake in iShares Core U.S. Aggregate Bond ETF by 7.1% during the fourth quarter. Steward Partners Investment Advisory LLC now owns 1,073,367 shares of the company’s stock worth $104,009,000 after acquiring an additional 71,459 shares during the last quarter. Finally, Scratch Capital LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at $663,000. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Stock Down 0.4%

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $98.79 on Wednesday. The firm has a market cap of $128.24 billion, a PE ratio of 124.57 and a beta of 0.12. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $95.74 and a 52 week high of $102.04. The business’s fifty day simple moving average is $97.97 and its 200-day simple moving average is $97.78.

About iShares Core U.S. Aggregate Bond ETF

(Free Report)

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.

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Institutional Ownership by Quarter for iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

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