Premier Path Wealth Partners LLC Grows Position in iShares Core U.S. Aggregate Bond ETF $AGG

Premier Path Wealth Partners LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 8.9% in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 84,914 shares of the company’s stock after purchasing an additional 6,964 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises approximately 1.0% of Premier Path Wealth Partners LLC’s portfolio, making the stock its 25th biggest holding. Premier Path Wealth Partners LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $8,405,000 at the end of the most recent quarter.

Several other large investors have also recently modified their holdings of the business. Clearstead Advisors LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 22.2% during the 4th quarter. Clearstead Advisors LLC now owns 217,140 shares of the company’s stock worth $21,688,000 after purchasing an additional 39,415 shares in the last quarter. Prentice Wealth Management LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF by 7.7% during the 1st quarter. Prentice Wealth Management LLC now owns 651,758 shares of the company’s stock valued at $64,700,000 after buying an additional 46,515 shares in the last quarter. Stone Wealth Partners bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at about $5,065,000. Moneywise Inc. bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at about $800,000. Finally, One Day In July LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 11.5% in the fourth quarter. One Day In July LLC now owns 130,638 shares of the company’s stock worth $13,048,000 after buying an additional 13,503 shares in the last quarter. Hedge funds and other institutional investors own 83.63% of the company’s stock.

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

AGG stock opened at $96.95 on Friday. The firm has a 50 day moving average of $97.80 and a 200-day moving average of $98.78. The firm has a market capitalization of $136.81 billion, a P/E ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $96.72 and a 12 month high of $101.46.

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.