Dynasty Wealth Management LLC Purchases 182,311 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Dynasty Wealth Management LLC raised its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 6.7% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 2,907,609 shares of the company’s stock after acquiring an additional 182,311 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up 2.9% of Dynasty Wealth Management LLC’s investment portfolio, making the stock its 14th largest position. Dynasty Wealth Management LLC owned 0.21% of iShares Core U.S. Aggregate Bond ETF worth $290,412,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Valley National Advisers Inc. raised its position in iShares Core U.S. Aggregate Bond ETF by 339.0% during the 4th quarter. Valley National Advisers Inc. now owns 259 shares of the company’s stock valued at $25,000 after purchasing an additional 200 shares during the last quarter. Cresta Advisors Ltd. bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth approximately $25,000. Blueline Advisors LLC purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at approximately $25,000. Wiser Advisor Group LLC purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF during the third quarter valued at approximately $29,000. Finally, North Ridge Wealth Advisors Inc. bought a new position in shares of iShares Core U.S. Aggregate Bond ETF during the second quarter valued at approximately $29,000. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.0%

Shares of AGG stock opened at $98.71 on Wednesday. The stock has a fifty day moving average of $99.01 and a 200 day moving average of $99.78. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $97.25 and a 52 week high of $101.46. The firm has a market capitalization of $134.87 billion, a price-to-earnings ratio of 124.57 and a beta of 0.26.

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.