Moneywise Inc. Acquires New Shares in iShares Core U.S. Aggregate Bond ETF $AGG

Moneywise Inc. acquired a new stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 8,005 shares of the company’s stock, valued at approximately $800,000.

A number of other large investors have also recently added to or reduced their stakes in the business. Kampmann Melissa S. lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 1.0% in the fourth quarter. Kampmann Melissa S. now owns 10,508 shares of the company’s stock valued at $1,051,000 after acquiring an additional 100 shares during the last quarter. Rothschild Investment LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 4.4% in the third quarter. Rothschild Investment LLC now owns 2,441 shares of the company’s stock valued at $245,000 after acquiring an additional 102 shares during the last quarter. Woodside Wealth Management LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 1.7% in the third quarter. Woodside Wealth Management LLC now owns 6,241 shares of the company’s stock valued at $626,000 after acquiring an additional 104 shares during the last quarter. Stephens Consulting LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 9.4% in 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. Finally, Hoge Financial Services LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 1.3% in the fourth quarter. Hoge Financial Services LLC now owns 8,521 shares of the company’s stock valued at $851,000 after acquiring an additional 111 shares during the last quarter. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Stock Performance

AGG opened at $98.67 on Thursday. The stock has a market capitalization of $134.81 billion, a PE ratio of 124.57 and a beta of 0.26. iShares Core U.S. Aggregate Bond ETF has a one year low of $96.66 and a one year high of $101.46. The business’s 50 day moving average price is $99.37 and its 200 day moving average price is $99.97.

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.