Triad Wealth Partners LLC Acquires New Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Triad Wealth Partners LLC bought a new position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor bought 22,367 shares of the company’s stock, valued at approximately $2,167,000.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Madden Advisory Services Inc. grew its stake in iShares Core U.S. Aggregate Bond ETF by 15.8% in the third quarter. Madden Advisory Services Inc. now owns 10,974 shares of the company’s stock valued at $1,111,000 after purchasing an additional 1,496 shares in the last quarter. Greenwood Capital Associates LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF by 1.7% in the third quarter. Greenwood Capital Associates LLC now owns 126,141 shares of the company’s stock worth $12,774,000 after buying an additional 2,157 shares during the last quarter. Clarity Capital Partners LLC raised its position in iShares Core U.S. Aggregate Bond ETF by 50.5% during the third quarter. Clarity Capital Partners LLC now owns 10,342 shares of the company’s stock valued at $1,047,000 after acquiring an additional 3,471 shares in the last quarter. James J. Burns & Company LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF by 2.4% in the third quarter. James J. Burns & Company LLC now owns 161,564 shares of the company’s stock valued at $16,361,000 after acquiring an additional 3,826 shares during the last quarter. Finally, United Advisor Group LLC grew its position in iShares Core U.S. Aggregate Bond ETF by 15.1% in the third quarter. United Advisor Group LLC now owns 24,340 shares of the company’s stock worth $2,465,000 after acquiring an additional 3,189 shares in the last quarter. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Down 0.3 %

iShares Core U.S. Aggregate Bond ETF stock opened at $98.91 on Wednesday. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $94.85 and a 1-year high of $102.04. The firm’s fifty day simple moving average is $97.32 and its 200-day simple moving average is $98.69. The company has a market capitalization of $124.63 billion, a P/E ratio of 125.24 and a beta of 0.20.

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.