High Net Worth Advisory Group LLC Grows Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

High Net Worth Advisory Group LLC increased its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 4.8% in the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 140,228 shares of the company’s stock after acquiring an additional 6,405 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises 3.9% of High Net Worth Advisory Group LLC’s investment portfolio, making the stock its 3rd largest holding. High Net Worth Advisory Group LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $13,872,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in AGG. Bradley & Co. Private Wealth Management LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth about $25,000. Greenline Partners LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth about $31,000. Newbridge Financial Services Group Inc. purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth about $33,000. Bank of Jackson Hole Trust purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth about $35,000. Finally, Stonebridge Financial Group LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth about $43,000. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of AGG opened at $97.94 on Monday. The business has a 50-day moving average of $97.94 and a 200 day moving average of $97.83. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $95.63 and a fifty-two week high of $102.04. The firm has a market cap of $123.40 billion, a P/E ratio of 124.57 and a beta of 0.25.

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.