Curi RMB Capital LLC Purchases 725 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Curi RMB Capital LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 5.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 14,627 shares of the company’s stock after buying an additional 725 shares during the quarter. Curi RMB Capital LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,417,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in the company. Braun Bostich & Associates Inc. raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 4.5% in the 4th quarter. Braun Bostich & Associates Inc. now owns 2,533 shares of the company’s stock valued at $245,000 after purchasing an additional 109 shares in the last quarter. Wealth Advisors of Tampa Bay LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF by 4.9% during the fourth quarter. Wealth Advisors of Tampa Bay LLC now owns 2,397 shares of the company’s stock valued at $232,000 after buying an additional 112 shares during the period. Vestia Personal Wealth Advisors raised its stake in iShares Core U.S. Aggregate Bond ETF by 5.1% in the fourth quarter. Vestia Personal Wealth Advisors now owns 2,493 shares of the company’s stock worth $242,000 after buying an additional 121 shares in the last quarter. Mount Yale Investment Advisors LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 1.5% during the fourth quarter. Mount Yale Investment Advisors LLC now owns 8,246 shares of the company’s stock worth $799,000 after buying an additional 122 shares during the period. Finally, Cadent Capital Advisors LLC boosted its position in iShares Core U.S. Aggregate Bond ETF by 6.0% during the 4th quarter. Cadent Capital Advisors LLC now owns 2,172 shares of the company’s stock valued at $210,000 after acquiring an additional 123 shares in the last quarter. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Down 0.3 %

Shares of NYSEARCA:AGG opened at $97.87 on Monday. The company has a market capitalization of $122.34 billion, a PE ratio of 124.85 and a beta of 0.24. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $94.85 and a 12-month high of $102.04. The business’s fifty day simple moving average is $98.26 and its 200-day simple moving average is $98.04.

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.