Focus Partners Wealth Acquires 261,699 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Focus Partners Wealth raised its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 23.7% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 1,367,258 shares of the company’s stock after purchasing an additional 261,699 shares during the period. Focus Partners Wealth owned approximately 0.10% of iShares Core U.S. Aggregate Bond ETF worth $136,483,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of AGG. Valley National Advisers Inc. boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 339.0% in the 4th quarter. Valley National Advisers Inc. now owns 259 shares of the company’s stock valued at $25,000 after purchasing an additional 200 shares during the period. Cresta Advisors Ltd. bought a new stake in iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at about $25,000. Blueline Advisors LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at about $25,000. First Command Advisory Services Inc. boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 321.2% in the 4th quarter. First Command Advisory Services Inc. now owns 278 shares of the company’s stock valued at $28,000 after purchasing an additional 212 shares during the period. Finally, Wiser Advisor Group LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF in the 3rd quarter valued at about $29,000. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Down 0.1%

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $98.76 on Friday. The company has a 50 day moving average of $98.94 and a 200-day moving average of $99.68. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $97.51 and a 1-year high of $101.46. The company has a market cap of $134.94 billion, a PE ratio of 124.57 and a beta of 0.25.

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.