Turn8 Private Wealth Inc. raised its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 40.9% in the 1st quarter, according to its most recent 13F filing with the SEC. The fund owned 35,576 shares of the company’s stock after acquiring an additional 10,320 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for about 2.2% of Turn8 Private Wealth Inc.’s holdings, making the stock its 25th biggest position. Turn8 Private Wealth Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $3,532,000 at the end of the most recent quarter.
Several other institutional investors also recently bought and sold shares of AGG. NBC Securities Inc. raised its position in iShares Core U.S. Aggregate Bond ETF by 30.1% in the fourth quarter. NBC Securities Inc. now owns 59,388 shares of the company’s stock valued at $5,932,000 after purchasing an additional 13,724 shares during the period. Capital Asset Advisory Services LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 8.7% in the fourth quarter. Capital Asset Advisory Services LLC now owns 1,772,568 shares of the company’s stock worth $177,292,000 after buying an additional 141,584 shares during the period. Curated Wealth Partners LLC purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter worth about $3,913,000. CPR Investments Inc. grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 205.1% in the fourth quarter. CPR Investments Inc. now owns 53,934 shares of the company’s stock valued at $5,387,000 after buying an additional 36,256 shares in the last quarter. Finally, Clearstead Advisors LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 22.2% in the fourth quarter. Clearstead Advisors LLC now owns 217,140 shares of the company’s stock valued at $21,688,000 after buying an additional 39,415 shares in the last quarter. 83.63% of the stock is currently owned by institutional investors and hedge funds.
iShares Core U.S. Aggregate Bond ETF Stock Performance
Shares of NYSEARCA:AGG opened at $98.61 on Friday. The business’s 50-day simple moving average is $98.76 and its 200 day simple moving average is $99.53. The company has a market cap of $138.36 billion, a P/E ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a one year low of $97.51 and a one year high of $101.46.
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.
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