Archvest Wealth Advisors Inc. Has $37.77 Million Stake in iShares Core U.S. Aggregate Bond ETF $AGG

Archvest Wealth Advisors Inc. lifted its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 2,486.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 378,128 shares of the company’s stock after purchasing an additional 363,506 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for approximately 10.7% of Archvest Wealth Advisors Inc.’s holdings, making the stock its 3rd biggest position. Archvest Wealth Advisors Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $37,767,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in AGG. Blueline Advisors LLC purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at $25,000. Cresta Advisors Ltd. purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at about $25,000. Valley National Advisers Inc. boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 339.0% in the fourth 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. Wiser Advisor Group LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the 3rd quarter worth $29,000. Finally, North Ridge Wealth Advisors Inc. purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the second quarter worth about $29,000. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

iShares Core U.S. Aggregate Bond ETF stock opened at $98.50 on Thursday. The stock has a market cap of $134.58 billion, a P/E ratio of 124.57 and a beta of 0.26. The firm’s 50 day moving average price is $99.00 and its 200-day moving average price is $99.76. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $97.25 and a 1 year 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.