Turtle Creek Wealth Advisors LLC Invests $1.34 Million in iShares Core U.S. Aggregate Bond ETF $AGG

Turtle Creek Wealth Advisors LLC acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) during the 1st quarter, Holdings Channel.com reports. The institutional investor acquired 13,474 shares of the company’s stock, valued at approximately $1,338,000.

A number of other large investors also recently modified their holdings of AGG. Kampmann Melissa S. lifted its position in iShares Core U.S. Aggregate Bond ETF by 1.0% in the 4th quarter. Kampmann Melissa S. now owns 10,508 shares of the company’s stock worth $1,051,000 after buying an additional 100 shares during the last quarter. Verus Wealth Management LLC grew its position in iShares Core U.S. Aggregate Bond ETF by 1.3% during the first quarter. Verus Wealth Management LLC now owns 8,057 shares of the company’s stock valued at $800,000 after acquiring an additional 106 shares during the last quarter. Stephens Consulting LLC grew its position in iShares Core U.S. Aggregate Bond ETF by 9.4% during the fourth quarter. Stephens Consulting LLC now owns 1,288 shares of the company’s stock valued at $129,000 after acquiring an additional 111 shares during the last quarter. Hoge Financial Services LLC raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.3% during the fourth quarter. Hoge Financial Services LLC now owns 8,521 shares of the company’s stock worth $851,000 after acquiring an additional 111 shares in the last quarter. Finally, Retirement Planning Group LLC raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.7% during the fourth quarter. Retirement Planning Group LLC now owns 6,640 shares of the company’s stock worth $663,000 after acquiring an additional 114 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 Stock Performance

Shares of AGG opened at $98.61 on Friday. The firm has a market cap of $138.36 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $97.51 and a fifty-two week high of $101.46. The firm has a 50 day moving average price of $98.78 and a 200-day moving average price of $99.54.

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.