LifeGoal Wealth Advisors Buys New Shares in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

LifeGoal Wealth Advisors purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 6,347 shares of the company’s stock, valued at approximately $615,000.

A number of other large investors have also recently added to or reduced their stakes in AGG. Ndwm LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 30.0% during the 4th quarter. Ndwm LLC now owns 16,244 shares of the company’s stock worth $1,574,000 after purchasing an additional 3,745 shares during the last quarter. Advisor OS LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF by 9.3% during the fourth quarter. Advisor OS LLC now owns 29,731 shares of the company’s stock worth $2,881,000 after purchasing an additional 2,533 shares during the period. Denali Advisors LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF by 43.0% during the fourth quarter. Denali Advisors LLC now owns 30,901 shares of the company’s stock worth $2,994,000 after purchasing an additional 9,295 shares during the period. Richard Bernstein Advisors LLC increased its position in iShares Core U.S. Aggregate Bond ETF by 3,365.3% during the fourth quarter. Richard Bernstein Advisors LLC now owns 276,323 shares of the company’s stock worth $26,776,000 after buying an additional 268,349 shares during the last quarter. Finally, Lake Street Advisors Group LLC raised its stake in iShares Core U.S. Aggregate Bond ETF by 7.6% in the fourth quarter. Lake Street Advisors Group LLC now owns 81,178 shares of the company’s stock valued at $7,866,000 after buying an additional 5,718 shares during the period. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.6 %

AGG opened at $98.80 on Wednesday. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $94.85 and a 12-month high of $102.04. The business has a 50 day moving average of $97.10 and a 200-day moving average of $98.73. The stock has a market cap of $124.49 billion, a price-to-earnings ratio of 125.24 and a beta of 0.20.

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.