Zinnia Wealth Advisory LLC Purchases Shares of 6,984 iShares Core U.S. Aggregate Bond ETF $AGG

Zinnia Wealth Advisory LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 6,984 shares of the company’s stock, valued at approximately $698,000.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Kampmann Melissa S. increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.0% during the 4th quarter. Kampmann Melissa S. now owns 10,508 shares of the company’s stock worth $1,051,000 after purchasing an additional 100 shares during the last quarter. Rothschild Investment LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF by 4.4% in the 3rd 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. Woodside Wealth Management LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF by 1.7% in the 3rd quarter. Woodside Wealth Management LLC now owns 6,241 shares of the company’s stock valued at $626,000 after purchasing an additional 104 shares during the last quarter. Stephens Consulting LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF by 9.4% during the fourth quarter. Stephens Consulting LLC now owns 1,288 shares of the company’s stock worth $129,000 after purchasing an additional 111 shares during the period. Finally, Hoge Financial Services LLC increased its position in iShares Core U.S. Aggregate Bond ETF by 1.3% during the fourth quarter. Hoge Financial Services LLC now owns 8,521 shares of the company’s stock worth $851,000 after buying an additional 111 shares during the last quarter. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

NYSEARCA:AGG opened at $98.76 on Monday. The stock’s 50 day moving average price is $98.94 and its two-hundred day moving average price is $99.68. The firm has a market capitalization of $134.94 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $97.51 and a 12-month high of $101.46.

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.