Level Wealth Management LLC Purchases 21,690 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Level Wealth Management LLC purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 21,690 shares of the company’s stock, valued at approximately $2,051,000. iShares Core U.S. Aggregate Bond ETF accounts for about 0.8% of Level Wealth Management LLC’s portfolio, making the stock its 18th biggest holding.

Several other hedge funds have also added to or reduced their stakes in the company. Verus Wealth Management LLC raised its holdings in iShares Core U.S. Aggregate Bond ETF by 1.3% during the 1st quarter. Verus Wealth Management LLC now owns 8,057 shares of the company’s stock worth $800,000 after purchasing an additional 106 shares during the last quarter. Childress Capital Advisors LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.0% in the 1st quarter. Childress Capital Advisors LLC now owns 10,646 shares of the company’s stock valued at $1,057,000 after purchasing an additional 107 shares during the last quarter. Fortitude Advisory Group L.L.C. boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.3% in the 2nd quarter. Fortitude Advisory Group L.L.C. now owns 8,566 shares of the company’s stock valued at $848,000 after purchasing an additional 107 shares during the last quarter. Evolution Wealth Management Inc. boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 13.9% in the 1st quarter. Evolution Wealth Management Inc. now owns 977 shares of the company’s stock valued at $97,000 after purchasing an additional 119 shares during the last quarter. Finally, Asset Management Group Inc. grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 0.5% during the 1st quarter. Asset Management Group Inc. now owns 25,418 shares of the company’s stock worth $2,523,000 after buying an additional 122 shares during the period. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA:AGG opened at $95.96 on Monday. iShares Core U.S. Aggregate Bond ETF has a one year low of $93.83 and a one year high of $101.46. The company has a 50 day moving average of $95.97 and a 200-day moving average of $97.63. The stock has a market cap of $139.32 billion, a price-to-earnings ratio of 124.57 and a beta of 0.26.

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.