Curry Webb Wealth Management LLC Invests $5.49 Million in iShares Core U.S. Aggregate Bond ETF $AGG

Curry Webb Wealth Management LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund bought 55,264 shares of the company’s stock, valued at approximately $5,486,000. iShares Core U.S. Aggregate Bond ETF makes up about 2.6% of Curry Webb Wealth Management LLC’s investment portfolio, making the stock its 12th largest holding.

Several other hedge funds and other institutional investors also recently modified their holdings of AGG. Blueline Advisors LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at approximately $25,000. Cresta Advisors Ltd. bought a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth approximately $25,000. Valley National Advisers Inc. raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 339.0% in the 4th quarter. Valley National Advisers Inc. now owns 259 shares of the company’s stock worth $25,000 after acquiring an additional 200 shares in the last quarter. First Command Advisory Services Inc. lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 321.2% in the 4th quarter. First Command Advisory Services Inc. now owns 278 shares of the company’s stock valued at $28,000 after purchasing an additional 212 shares during the period. Finally, Wiser Advisor Group LLC purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 3rd quarter valued at approximately $29,000. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

NYSEARCA AGG opened at $97.37 on Monday. The firm has a market capitalization of $137.40 billion, a PE ratio of 124.57 and a beta of 0.25. The stock’s 50 day moving average is $98.40 and its 200 day moving average is $99.23. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $97.24 and a twelve month high of $101.46.

About iShares Core U.S. Aggregate Bond ETF

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.