iShares Core U.S. Aggregate Bond ETF $AGG Stock Position Boosted by Forefront Wealth Partners LLC

Forefront Wealth Partners LLC increased its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 8.4% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 202,518 shares of the company’s stock after acquiring an additional 15,746 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up 9.6% of Forefront Wealth Partners LLC’s investment portfolio, making the stock its 2nd largest position. Forefront Wealth Partners LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $20,227,000 as of its most recent filing with the SEC.

Other institutional investors have also recently added to or reduced their stakes in the company. Valley National Advisers Inc. boosted its position in iShares Core U.S. Aggregate Bond ETF by 339.0% during the 4th quarter. Valley National Advisers Inc. now owns 259 shares of the company’s stock worth $25,000 after purchasing an additional 200 shares during the period. Cresta Advisors Ltd. acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth approximately $25,000. Wiser Advisor Group LLC acquired a new position in iShares Core U.S. Aggregate Bond ETF during the 3rd quarter worth $29,000. North Ridge Wealth Advisors Inc. acquired a new position in iShares Core U.S. Aggregate Bond ETF in the second quarter worth about $29,000. Finally, Collier Financial bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 3rd quarter valued at approximately $31,000. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA:AGG opened at $97.63 on Wednesday. The stock has a market capitalization of $133.39 billion, a price-to-earnings ratio of 124.57 and a beta of 0.26. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $96.66 and a 1-year high of $101.46. The company’s fifty day moving average is $99.19 and its two-hundred day moving average is $99.89.

iShares Core U.S. Aggregate Bond ETF Company 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.