18,219 Shares in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Bought by Rialto Wealth Management LLC

Rialto Wealth Management LLC acquired a new stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor acquired 18,219 shares of the company’s stock, valued at approximately $1,765,000.

Several other large investors have also recently made changes to their positions in AGG. Mesirow Financial Investment Management Inc. grew its holdings in iShares Core U.S. Aggregate Bond ETF by 0.8% in the 3rd quarter. Mesirow Financial Investment Management Inc. now owns 12,674 shares of the company’s stock worth $1,283,000 after acquiring an additional 104 shares during the last quarter. Howe & Rusling Inc. boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 2.4% during the third quarter. Howe & Rusling Inc. now owns 4,414 shares of the company’s stock worth $447,000 after purchasing an additional 105 shares during the period. Braun Bostich & Associates Inc. boosted its holdings in shares of 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 purchasing an additional 109 shares during the period. Vestia Personal Wealth Advisors grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 5.1% in the fourth quarter. Vestia Personal Wealth Advisors now owns 2,493 shares of the company’s stock worth $242,000 after purchasing an additional 121 shares during the last quarter. Finally, Mount Yale Investment Advisors LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF by 1.5% during the 4th quarter. Mount Yale Investment Advisors LLC now owns 8,246 shares of the company’s stock valued at $799,000 after purchasing an additional 122 shares during the period. 83.63% of the stock is owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

NYSEARCA AGG opened at $98.35 on Friday. The stock has a market cap of $123.92 billion, a P/E ratio of 125.24 and a beta of 0.20. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $94.85 and a fifty-two week high of $102.04. The stock has a 50 day simple moving average of $97.42 and a two-hundred day simple moving average of $98.68.

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.