iShares Core U.S. Aggregate Bond ETF $AGG Shares Acquired by Turn8 Private Wealth Inc.

Turn8 Private Wealth Inc. lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 40.9% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 35,576 shares of the company’s stock after purchasing an additional 10,320 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises approximately 2.2% of Turn8 Private Wealth Inc.’s holdings, making the stock its 25th biggest holding. Turn8 Private Wealth Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $3,532,000 as of its most recent SEC filing.

Several other institutional investors have also recently modified their holdings of the stock. Valley National Advisers Inc. lifted its stake in iShares Core U.S. Aggregate Bond ETF by 339.0% in the 4th quarter. Valley National Advisers Inc. now owns 259 shares of the company’s stock valued at $25,000 after buying an additional 200 shares in the last quarter. Cresta Advisors Ltd. purchased a new position in iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth $25,000. Blueline Advisors LLC purchased a new position in iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth $25,000. First Command Advisory Services Inc. lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 321.2% in the fourth quarter. First Command Advisory Services Inc. now owns 278 shares of the company’s stock valued at $28,000 after acquiring an additional 212 shares in the last quarter. Finally, Wiser Advisor Group LLC purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the third quarter valued at $29,000. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Price Performance

AGG opened at $98.61 on Friday. The firm has a market cap of $138.36 billion, a P/E ratio of 124.57 and a beta of 0.25. The business’s fifty day simple moving average is $98.76 and its 200 day simple moving average is $99.53. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $97.51 and a 52 week high of $101.46.

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.