Premier Path Wealth Partners LLC Boosts Stake in iShares Core U.S. Aggregate Bond ETF $AGG

Premier Path Wealth Partners LLC raised its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 8.9% during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 84,914 shares of the company’s stock after acquiring an additional 6,964 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up 1.0% of Premier Path Wealth Partners LLC’s investment portfolio, making the stock its 25th largest position. Premier Path Wealth Partners LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $8,405,000 as of its most recent SEC filing.

A number of other large investors have also recently modified their holdings of AGG. Brighton Jones LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 238.0% in the fourth quarter. Brighton Jones LLC now owns 9,984 shares of the company’s stock worth $967,000 after purchasing an additional 7,030 shares during the last quarter. Revolve Wealth Partners LLC lifted its position in iShares Core U.S. Aggregate Bond ETF by 50.0% during the fourth quarter. Revolve Wealth Partners LLC now owns 9,127 shares of the company’s stock valued at $884,000 after purchasing an additional 3,044 shares during the last quarter. Russell Investments Group Ltd. bought a new stake in iShares Core U.S. Aggregate Bond ETF during the second quarter valued at approximately $111,000. Ieq Capital LLC grew its stake in iShares Core U.S. Aggregate Bond ETF by 9.9% in the 2nd quarter. Ieq Capital LLC now owns 47,381 shares of the company’s stock worth $4,700,000 after buying an additional 4,269 shares in the last quarter. Finally, Quantinno Capital Management LP grew its stake in iShares Core U.S. Aggregate Bond ETF by 7.6% in the 2nd quarter. Quantinno Capital Management LP now owns 13,419 shares of the company’s stock worth $1,331,000 after buying an additional 943 shares in the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA:AGG opened at $96.95 on Friday. The company’s fifty day moving average price is $97.80 and its 200-day moving average price is $98.78. The firm has a market capitalization of $136.81 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a one year low of $96.72 and a one year high of $101.46.

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.