iShares Core U.S. Aggregate Bond ETF $AGG Shares Acquired by High Note Wealth LLC

High Note Wealth LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 7.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 123,228 shares of the company’s stock after acquiring an additional 8,377 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises approximately 2.4% of High Note Wealth LLC’s portfolio, making the stock its 10th largest holding. High Note Wealth LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $12,308,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Raymond James Financial Inc. lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 2.5% in the 3rd quarter. Raymond James Financial Inc. now owns 79,246,704 shares of the company’s stock valued at $7,944,482,000 after purchasing an additional 1,911,414 shares during the last quarter. Bank of America Corp DE grew its stake in iShares Core U.S. Aggregate Bond ETF by 5.5% during the 3rd quarter. Bank of America Corp DE now owns 46,326,160 shares of the company’s stock worth $4,644,198,000 after buying an additional 2,423,410 shares during the last quarter. US Bancorp DE grew its stake in iShares Core U.S. Aggregate Bond ETF by 1.2% during the 4th quarter. US Bancorp DE now owns 42,844,111 shares of the company’s stock worth $4,279,296,000 after buying an additional 489,837 shares during the last quarter. Mercer Global Advisors Inc. ADV increased its position in iShares Core U.S. Aggregate Bond ETF by 17.5% during the third quarter. Mercer Global Advisors Inc. ADV now owns 33,227,135 shares of the company’s stock worth $3,331,020,000 after buying an additional 4,942,715 shares during the period. Finally, Betterment LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF by 6.5% in the third quarter. Betterment LLC now owns 24,568,480 shares of the company’s stock valued at $2,462,990,000 after buying an additional 1,500,630 shares during the last quarter. 83.63% of the stock is owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

AGG stock opened at $98.02 on Monday. The company has a market capitalization of $133.92 billion, a P/E ratio of 124.57 and a beta of 0.26. The business has a 50 day simple moving average of $99.29 and a 200-day simple moving average of $99.93. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $96.66 and a twelve 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.