Delos Wealth Advisors LLC Has $3 Million Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Delos Wealth Advisors LLC increased its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 25.4% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 30,996 shares of the company’s stock after buying an additional 6,276 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for approximately 2.4% of Delos Wealth Advisors LLC’s investment portfolio, making the stock its 17th largest position. Delos Wealth Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $3,004,000 at the end of the most recent quarter.

Other large investors have also added to or reduced their stakes in the company. Bradley & Co. Private Wealth Management LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at about $25,000. Kozak & Associates Inc. acquired a new stake in iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at approximately $26,000. Newbridge Financial Services Group Inc. bought a new position in iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth approximately $33,000. Bank of Jackson Hole Trust acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth approximately $35,000. Finally, Stonebridge Financial Group LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at $43,000. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.6 %

Shares of NYSEARCA AGG opened at $98.73 on Friday. The company has a market capitalization of $125.39 billion, a PE ratio of 125.34 and a beta of 0.22. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $94.85 and a twelve month high of $102.04. The firm has a fifty day simple moving average of $98.00 and a 200 day simple moving average of $98.43.

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.