Leo Wealth LLC Takes Position in iShares Core U.S. Aggregate Bond ETF $AGG

Leo Wealth LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) in the second quarter, HoldingsChannel.com reports. The institutional investor bought 5,034 shares of the company’s stock, valued at approximately $499,000.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Briaud Financial Planning Inc acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the first quarter worth about $25,000. MTM Investment Management LLC acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 1st quarter worth approximately $37,000. AlphaCore Capital LLC acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 1st quarter worth approximately $40,000. Atlas Capital Advisors Inc. grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 66.7% during the 1st quarter. Atlas Capital Advisors Inc. now owns 500 shares of the company’s stock worth $49,000 after buying an additional 200 shares during the period. Finally, Byrne Asset Management LLC acquired a new stake in iShares Core U.S. Aggregate Bond ETF during the 1st quarter worth $53,000. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

AGG opened at $100.02 on Friday. The company has a fifty day moving average price of $99.74 and a two-hundred day moving average price of $98.65. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $95.74 and a 52 week high of $101.02. The firm has a market capitalization of $132.21 billion, a PE ratio of 124.57 and a beta of 0.12.

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.