Curio Wealth LLC Buys Shares of 514 iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Curio Wealth LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) in the fourth quarter, HoldingsChannel.com reports. The fund bought 514 shares of the company’s stock, valued at approximately $50,000.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Howe & Rusling Inc. lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 2.4% in the third quarter. Howe & Rusling Inc. now owns 4,414 shares of the company’s stock valued at $447,000 after buying an additional 105 shares during the period. Braun Bostich & Associates Inc. lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 4.5% in the fourth quarter. Braun Bostich & Associates Inc. now owns 2,533 shares of the company’s stock valued at $245,000 after buying an additional 109 shares during the period. Vestia Personal Wealth Advisors lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 5.1% in the fourth quarter. Vestia Personal Wealth Advisors now owns 2,493 shares of the company’s stock valued at $242,000 after buying an additional 121 shares during the period. Mount Yale Investment Advisors LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.5% in the fourth quarter. Mount Yale Investment Advisors LLC now owns 8,246 shares of the company’s stock valued at $799,000 after buying an additional 122 shares during the period. Finally, Cadent Capital Advisors LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF by 6.0% during the fourth quarter. Cadent Capital Advisors LLC now owns 2,172 shares of the company’s stock worth $210,000 after purchasing an additional 123 shares during the period. 83.63% of the stock is currently owned by institutional investors and hedge funds.

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

Shares of AGG opened at $98.41 on Tuesday. The stock has a market cap of $124.98 billion, a price-to-earnings ratio of 125.34 and a beta of 0.22. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $94.85 and a 12 month high of $102.04. The company has a 50-day moving average price of $97.61 and a two-hundred day moving average price of $98.56.

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.