Elm Partners Management LLC Acquires 109,813 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Elm Partners Management LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 60.4% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 291,724 shares of the company’s stock after acquiring an additional 109,813 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for 1.3% of Elm Partners Management LLC’s holdings, making the stock its 18th biggest position. Elm Partners Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $29,137,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in the business. Waterloo Capital L.P. raised its stake in iShares Core U.S. Aggregate Bond ETF by 2.1% in the 4th quarter. Waterloo Capital L.P. now owns 62,329 shares of the company’s stock valued at $6,225,000 after acquiring an additional 1,289 shares during the period. Founders Financial Securities LLC increased its position in iShares Core U.S. Aggregate Bond ETF by 21.6% during the 4th quarter. Founders Financial Securities LLC now owns 276,577 shares of the company’s stock worth $27,624,000 after buying an additional 49,064 shares during the period. Turn8 Private Wealth Inc. increased its position in iShares Core U.S. Aggregate Bond ETF by 0.8% during the 4th quarter. Turn8 Private Wealth Inc. now owns 25,256 shares of the company’s stock worth $2,523,000 after buying an additional 211 shares during the period. Measured Wealth Private Client Group LLC increased its position in iShares Core U.S. Aggregate Bond ETF by 16.8% during the 4th quarter. Measured Wealth Private Client Group LLC now owns 29,020 shares of the company’s stock worth $2,899,000 after buying an additional 4,171 shares during the period. Finally, Welch & Forbes LLC increased its position in iShares Core U.S. Aggregate Bond ETF by 13.8% during the 4th quarter. Welch & Forbes LLC now owns 20,280 shares of the company’s stock worth $2,026,000 after buying an additional 2,459 shares during the period. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

AGG stock opened at $99.06 on Friday. The stock has a market capitalization of $135.35 billion, a price-to-earnings ratio of 124.57 and a beta of 0.26. The business’s fifty day moving average price is $99.02 and its two-hundred day moving average price is $99.80. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $97.23 and a fifty-two week high of $101.46.

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.