Earned Wealth Advisors LLC Purchases 59,011 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Earned Wealth Advisors LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGGFree Report) by 21.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 339,552 shares of the company’s stock after acquiring an additional 59,011 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up approximately 3.6% of Earned Wealth Advisors LLC’s holdings, making the stock its 8th largest holding. Earned Wealth Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $33,915,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in the company. Wiser Advisor Group LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 3rd quarter worth approximately $29,000. North Ridge Wealth Advisors Inc. bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the second quarter valued at approximately $29,000. Collier Financial acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF in the third quarter valued at $31,000. JCIC Asset Management Inc. acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF in the third quarter valued at $32,000. Finally, Moisand Fitzgerald Tamayo LLC lifted its position in iShares Core U.S. Aggregate Bond ETF by 78.0% in the fourth quarter. Moisand Fitzgerald Tamayo LLC now owns 331 shares of the company’s stock worth $33,000 after purchasing an additional 145 shares during the period. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of AGG stock opened at $99.00 on Thursday. iShares Core U.S. Aggregate Bond ETF has a one year low of $96.15 and a one year high of $101.46. The stock has a fifty day moving average price of $100.05 and a 200 day moving average price of $100.21. The stock has a market cap of $136.82 billion, a P/E ratio of 124.57 and a beta of 0.25.

About iShares Core U.S. Aggregate Bond ETF

(Free Report)

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.

See Also

Institutional Ownership by Quarter for iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

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