Innova Wealth Partners Has $10.43 Million Stake in iShares Core U.S. Aggregate Bond ETF $AGG

Innova Wealth Partners grew its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 108.5% in the first quarter, HoldingsChannel reports. The firm owned 105,110 shares of the company’s stock after buying an additional 54,707 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for approximately 4.9% of Innova Wealth Partners’ investment portfolio, making the stock its 2nd largest holding. Innova Wealth Partners’ holdings in iShares Core U.S. Aggregate Bond ETF were worth $10,434,000 at the end of the most recent quarter.

Several other large investors have also recently made changes to their positions in AGG. NBC Securities Inc. grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 30.1% in the fourth quarter. NBC Securities Inc. now owns 59,388 shares of the company’s stock valued at $5,932,000 after purchasing an additional 13,724 shares in the last quarter. Capital Asset Advisory Services LLC increased its position in iShares Core U.S. Aggregate Bond ETF by 8.7% in the fourth quarter. Capital Asset Advisory Services LLC now owns 1,772,568 shares of the company’s stock worth $177,292,000 after purchasing an additional 141,584 shares during the last quarter. Curated Wealth Partners LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at $3,913,000. CPR Investments Inc. raised its stake in iShares Core U.S. Aggregate Bond ETF by 205.1% during the fourth quarter. CPR Investments Inc. now owns 53,934 shares of the company’s stock valued at $5,387,000 after purchasing an additional 36,256 shares in the last quarter. Finally, Clearstead Advisors LLC raised its stake in iShares Core U.S. Aggregate Bond ETF by 22.2% during the fourth quarter. Clearstead Advisors LLC now owns 217,140 shares of the company’s stock valued at $21,688,000 after purchasing an additional 39,415 shares in the last quarter. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Down 0.5%

AGG stock opened at $98.50 on Thursday. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $97.51 and a 52 week high of $101.46. The firm has a market capitalization of $138.21 billion, a P/E ratio of 124.57 and a beta of 0.25. The company has a fifty day simple moving average of $98.80 and a two-hundred day simple moving average of $99.55.

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.