Wealthcare Advisory Partners LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 4.9% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 418,656 shares of the company’s stock after purchasing an additional 19,471 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises about 0.9% of Wealthcare Advisory Partners LLC’s investment portfolio, making the stock its 24th largest position. Wealthcare Advisory Partners LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $41,970,000 at the end of the most recent quarter.
Several other institutional investors and hedge funds have also added to or reduced their stakes in the stock. Rothschild Investment LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 4.4% during the third quarter. Rothschild Investment LLC now owns 2,441 shares of the company’s stock valued at $245,000 after purchasing an additional 102 shares during the last quarter. Fiera Capital Corp lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1.1% during the 2nd quarter. Fiera Capital Corp now owns 9,815 shares of the company’s stock valued at $974,000 after purchasing an additional 105 shares in the last quarter. Realta Investment Advisors boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 0.9% during the third quarter. Realta Investment Advisors now owns 11,327 shares of the company’s stock worth $1,135,000 after buying an additional 105 shares during the period. Pathway Financial Advisors LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 0.8% during the 3rd quarter. Pathway Financial Advisors LLC now owns 14,255 shares of the company’s stock worth $1,429,000 after buying an additional 109 shares during the last quarter. Finally, Invera Wealth Advisors LLC raised its position in iShares Core U.S. Aggregate Bond ETF by 0.5% during the third quarter. Invera Wealth Advisors LLC now owns 24,356 shares of the company’s stock worth $2,442,000 after acquiring an additional 112 shares in the last quarter. Institutional investors and hedge funds own 83.63% of the company’s stock.
iShares Core U.S. Aggregate Bond ETF Stock Performance
Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $100.99 on Tuesday. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $96.15 and a 52-week high of $101.35. The stock has a market cap of $139.57 billion, a PE ratio of 124.57 and a beta of 0.25. The firm has a 50-day moving average of $100.09 and a 200-day moving average of $100.09.
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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