Tactive Advisors LLC Has $4.67 Million Stock Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Tactive Advisors LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 16.1% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 46,995 shares of the company’s stock after buying an additional 6,526 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for approximately 1.3% of Tactive Advisors LLC’s holdings, making the stock its 17th biggest position. Tactive Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $4,665,000 at the end of the most recent quarter.

Several other large investors have also recently bought and sold shares of AGG. Blueline Advisors LLC purchased a new position in iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at about $25,000. Cresta Advisors Ltd. purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter worth approximately $25,000. Valley National Advisers Inc. lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 339.0% in the fourth quarter. Valley National Advisers Inc. now owns 259 shares of the company’s stock worth $25,000 after purchasing an additional 200 shares in the last quarter. First Command Advisory Services Inc. boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 321.2% during the fourth quarter. First Command Advisory Services Inc. now owns 278 shares of the company’s stock worth $28,000 after purchasing an additional 212 shares during the period. Finally, Wiser Advisor Group LLC acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the third quarter worth approximately $29,000. 83.63% of the stock is owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of AGG opened at $98.90 on Monday. The company’s 50 day moving average price is $98.90 and its 200 day moving average price is $99.61. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $97.51 and a 52 week high of $101.46. The company has a market capitalization of $135.13 billion, a PE ratio of 124.57 and a beta of 0.25.

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.