BlueStem Wealth Partners LLC bought a new position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 71,477 shares of the company’s stock, valued at approximately $6,926,000. iShares Core U.S. Aggregate Bond ETF accounts for 0.9% of BlueStem Wealth Partners LLC’s investment portfolio, making the stock its 17th largest holding.
A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in AGG. Bradley & Co. Private Wealth Management LLC acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth about $25,000. Kozak & Associates Inc. acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at about $26,000. Newbridge Financial Services Group Inc. acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at about $33,000. Bank of Jackson Hole Trust acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at about $35,000. Finally, Stonebridge Financial Group LLC acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at about $43,000. 83.63% of the stock is owned by institutional investors and hedge funds.
iShares Core U.S. Aggregate Bond ETF Stock Up 0.4 %
iShares Core U.S. Aggregate Bond ETF stock opened at $99.25 on Friday. The stock has a market cap of $125.06 billion, a P/E ratio of 125.24 and a beta of 0.20. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $94.85 and a twelve month high of $102.04. The company’s 50-day moving average price is $97.23 and its two-hundred day moving average price is $98.72.
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.
Recommended Stories
- Five stocks we like better than iShares Core U.S. Aggregate Bond ETF
- Differences Between Momentum Investing and Long Term Investing
- Autodesk Designs Value for Investors: Uptrend Set to Continue
- Uptrend Stocks Explained: Learn How to Trade Using Uptrends
- Anheuser-Busch Stock Rallies—Is the King of Beers Back?
- Where to Find Earnings Call Transcripts
- MarketBeat Week in Review – 02/24 – 02/28
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.