Pacific Excel Wealth Advisors Inc. Takes Position in iShares Core U.S. Aggregate Bond ETF $AGG

Pacific Excel Wealth Advisors Inc. acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 28,089 shares of the company’s stock, valued at approximately $2,780,000. iShares Core U.S. Aggregate Bond ETF accounts for approximately 1.1% of Pacific Excel Wealth Advisors Inc.’s portfolio, making the stock its 22nd biggest position.

Several other hedge funds and other institutional investors have also made changes to their positions in AGG. Pathway Financial Advisors LLC increased its stake in iShares Core U.S. Aggregate Bond ETF by 2.4% in the second quarter. Pathway Financial Advisors LLC now owns 15,806 shares of the company’s stock valued at $1,559,000 after purchasing an additional 372 shares during the last quarter. Sincerus Advisory LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 14.8% during the 2nd quarter. Sincerus Advisory LLC now owns 56,089 shares of the company’s stock worth $5,552,000 after buying an additional 7,219 shares during the last quarter. Private Client Services LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 0.8% during the 2nd quarter. Private Client Services LLC now owns 77,345 shares of the company’s stock worth $7,656,000 after buying an additional 626 shares during the last quarter. RDA Financial Network purchased a new position in iShares Core U.S. Aggregate Bond ETF during the 2nd quarter worth approximately $306,000. Finally, Trilogy Capital Inc. increased its position in iShares Core U.S. Aggregate Bond ETF by 0.5% during the second quarter. Trilogy Capital Inc. now owns 23,395 shares of the company’s stock worth $2,316,000 after buying an additional 126 shares during the period. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.4%

Shares of NYSEARCA AGG opened at $97.66 on Wednesday. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $97.12 and a twelve month high of $101.46. The stock has a 50 day moving average of $98.36 and a two-hundred day moving average of $99.19. The stock has a market cap of $137.81 billion, a P/E ratio of 124.57 and a beta of 0.25.

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.