Muirfield Wealth Advisors LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) in the first quarter, Holdings Channel reports. The firm purchased 19,122 shares of the company’s stock, valued at approximately $1,892,000. iShares Core U.S. Aggregate Bond ETF accounts for approximately 1.6% of Muirfield Wealth Advisors LLC’s portfolio, making the stock its 16th biggest position.
Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Wealth Advisors of Tampa Bay LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 4.9% in the fourth quarter. Wealth Advisors of Tampa Bay LLC now owns 2,397 shares of the company’s stock valued at $232,000 after acquiring an additional 112 shares during the last quarter. Retirement Wealth Solutions LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF by 0.5% during the first quarter. Retirement Wealth Solutions LLC now owns 21,591 shares of the company’s stock worth $2,136,000 after buying an additional 116 shares during the period. D L Carlson Investment Group Inc. boosted its stake in iShares Core U.S. Aggregate Bond ETF by 0.3% during the fourth quarter. D L Carlson Investment Group Inc. now owns 39,641 shares of the company’s stock worth $3,841,000 after buying an additional 131 shares during the period. MorganRosel Wealth Management LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.4% during the fourth quarter. MorganRosel Wealth Management LLC now owns 9,788 shares of the company’s stock valued at $948,000 after acquiring an additional 137 shares during the last quarter. Finally, Centerpoint Advisors LLC raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 10.0% in the 4th quarter. Centerpoint Advisors LLC now owns 1,530 shares of the company’s stock valued at $148,000 after acquiring an additional 139 shares during the period. Institutional investors and hedge funds own 83.63% of the company’s stock.
iShares Core U.S. Aggregate Bond ETF Stock Performance
Shares of AGG stock opened at $97.28 on Monday. The firm has a market cap of $123.55 billion, a P/E ratio of 124.57 and a beta of 0.24. The firm’s 50 day moving average price is $97.84 and its 200-day moving average price is $97.82. iShares Core U.S. Aggregate Bond ETF has a one year low of $95.74 and a one year 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.
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