Discipline Wealth Solutions LLC acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 5,665 shares of the company’s stock, valued at approximately $550,000. iShares Core U.S. Aggregate Bond ETF comprises 0.4% of Discipline Wealth Solutions LLC’s investment portfolio, making the stock its 17th biggest holding.
A number of other institutional investors and hedge funds have also made changes to their positions in AGG. First Community Trust NA bought a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 1st quarter valued at about $25,000. Vima LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at approximately $27,000. Lynx Investment Advisory bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 2nd quarter valued at approximately $28,000. Atlas Capital Advisors LLC purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 1st quarter worth approximately $29,000. Finally, Elevate Wealth Advisory Inc. purchased a new stake in iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at $31,000. 83.63% of the stock is owned by hedge funds and other institutional investors.
iShares Core U.S. Aggregate Bond ETF Stock Performance
Shares of AGG opened at $101.34 on Tuesday. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $91.58 and a 52-week high of $101.60. The business has a fifty day moving average of $99.26 and a 200 day moving average of $97.69.
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.
Further Reading
- Five stocks we like better than iShares Core U.S. Aggregate Bond ETF
- Basic Materials Stocks Investing
- Hormel: Time to Feast on the Dip as Yield Gets Tastier
- Asset Allocation: The Key to a Successful Portfolio. Are You Paying Attention to Yours?
- 3 Financial Stocks to Watch as Interest Rate Cuts Approach
- How to Know Which Cryptocurrency to Buy: A Guide for Investors
- Seize the Opportunity: Under Armour Stock Set for a Comeback
Want to see what other hedge funds are holding AGG? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report).
Receive News & Ratings for iShares Core U.S. Aggregate Bond ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Core U.S. Aggregate Bond ETF and related companies with MarketBeat.com's FREE daily email newsletter.
