11,578 Shares in iShares Core U.S. Aggregate Bond ETF $AGG Purchased by HORAN Wealth LLC

HORAN Wealth LLC acquired a new stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) during the first quarter, according to its most recent 13F filing with the SEC. The fund acquired 11,578 shares of the company’s stock, valued at approximately $1,156,000.

Other institutional investors have also added to or reduced their stakes in the company. Kampmann Melissa S. increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.0% in the fourth quarter. Kampmann Melissa S. now owns 10,508 shares of the company’s stock worth $1,051,000 after purchasing an additional 100 shares in the last quarter. Verus Wealth Management LLC lifted its stake in shares of 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 valued at $800,000 after buying an additional 106 shares in the last quarter. Childress Capital Advisors LLC boosted its holdings in 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 worth $1,057,000 after buying an additional 107 shares during the period. Stephens Consulting LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 9.4% in the 4th quarter. Stephens Consulting LLC now owns 1,288 shares of the company’s stock worth $129,000 after buying an additional 111 shares during the period. Finally, Hoge Financial Services LLC grew its stake in iShares Core U.S. Aggregate Bond ETF by 1.3% in the 4th quarter. Hoge Financial Services LLC now owns 8,521 shares of the company’s stock valued at $851,000 after buying an additional 111 shares in the last quarter. 83.63% of the stock is owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of AGG stock opened at $97.95 on Tuesday. The company’s fifty day simple moving average is $98.53 and its two-hundred day simple moving average is $99.38. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $97.51 and a 1 year high of $101.46. The stock has a market capitalization of $138.28 billion, a price-to-earnings 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.