6,061 Shares in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Acquired by OneAscent Financial Services LLC

OneAscent Financial Services LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 6,061 shares of the company’s stock, valued at approximately $587,000.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Braun Bostich & Associates Inc. boosted its stake in iShares Core U.S. Aggregate Bond ETF by 4.5% during the fourth quarter. Braun Bostich & Associates Inc. now owns 2,533 shares of the company’s stock worth $245,000 after acquiring an additional 109 shares in the last quarter. Vestia Personal Wealth Advisors raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 5.1% during the fourth quarter. Vestia Personal Wealth Advisors now owns 2,493 shares of the company’s stock valued at $242,000 after purchasing an additional 121 shares during the period. Mount Yale Investment Advisors LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.5% in the 4th quarter. Mount Yale Investment Advisors LLC now owns 8,246 shares of the company’s stock valued at $799,000 after buying an additional 122 shares during the period. Cadent Capital Advisors LLC increased its position in iShares Core U.S. Aggregate Bond ETF by 6.0% in the 4th quarter. Cadent Capital Advisors LLC now owns 2,172 shares of the company’s stock valued at $210,000 after buying an additional 123 shares in the last quarter. Finally, Summit Financial Strategies Inc. raised its stake in iShares Core U.S. Aggregate Bond ETF by 2.0% during the 4th quarter. Summit Financial Strategies Inc. now owns 6,185 shares of the company’s stock worth $599,000 after buying an additional 123 shares during the period. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $98.85 on Thursday. The stock has a market capitalization of $125.54 billion, a PE ratio of 126.17 and a beta of 0.24. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $94.85 and a 52 week high of $102.04. The stock has a 50 day moving average price of $98.11 and a two-hundred day moving average price of $98.37.

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.