EverSource Wealth Advisors LLC grew its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 115.0% during the 4th quarter, Holdings Channel.com reports. The firm owned 9,690 shares of the company’s stock after acquiring an additional 5,184 shares during the period. EverSource Wealth Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $939,000 at the end of the most recent reporting period.
Several other institutional investors have also recently modified their holdings of AGG. Bradley & Co. Private Wealth Management LLC bought a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at about $25,000. Kozak & Associates Inc. bought a new position in iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth approximately $26,000. Newbridge Financial Services Group Inc. bought a new position in iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth approximately $33,000. Bank of Jackson Hole Trust bought a new position in iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth approximately $35,000. Finally, Stonebridge Financial Group LLC bought a new position in iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth approximately $43,000. 83.63% of the stock is currently owned by institutional investors.
iShares Core U.S. Aggregate Bond ETF Price Performance
AGG opened at $98.48 on Friday. The stock’s 50 day simple moving average is $97.55 and its 200 day simple moving average is $98.62. 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 has a market cap of $124.08 billion, a price-to-earnings 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.
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