WealthSpring Partners LLC Makes New Investment in iShares Core U.S. Aggregate Bond ETF $AGG

WealthSpring Partners LLC purchased a new position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm purchased 68,060 shares of the company’s stock, valued at approximately $6,798,000. iShares Core U.S. Aggregate Bond ETF accounts for about 7.0% of WealthSpring Partners LLC’s portfolio, making the stock its 3rd largest position.

Several other institutional investors have also added to or reduced their stakes in the business. Kampmann Melissa S. boosted 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 worth $1,051,000 after purchasing an additional 100 shares during the period. Rothschild Investment LLC boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 4.4% during 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 period. Woodside Wealth Management LLC boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1.7% during 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 period. Stephens Consulting LLC boosted its holdings in shares of 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 period. Finally, Hoge Financial Services LLC boosted its holdings 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 valued at $851,000 after acquiring an additional 111 shares during the period. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of AGG opened at $98.88 on Friday. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $97.51 and a 1 year high of $101.46. The company has a market cap of $135.10 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. The firm has a fifty day moving average of $98.94 and a 200-day moving average of $99.69.

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.