Discipline Wealth Solutions LLC Acquires 233,592 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Discipline Wealth Solutions LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 151.5% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 387,815 shares of the company’s stock after purchasing an additional 233,592 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises about 4.1% of Discipline Wealth Solutions LLC’s portfolio, making the stock its 4th biggest position. Discipline Wealth Solutions LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $38,498,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Kampmann Melissa S. raised its stake in iShares Core U.S. Aggregate Bond ETF by 1.0% in the fourth quarter. Kampmann Melissa S. now owns 10,508 shares of the company’s stock valued at $1,051,000 after buying an additional 100 shares during the last quarter. Woodside Wealth Management LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1.7% during the third quarter. Woodside Wealth Management LLC now owns 6,241 shares of the company’s stock valued at $626,000 after acquiring an additional 104 shares in the last quarter. Stephens Consulting LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 9.4% in the 4th quarter. Stephens Consulting LLC now owns 1,288 shares of the company’s stock valued at $129,000 after purchasing an additional 111 shares during the last quarter. Hoge Financial Services LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.3% in the 4th quarter. Hoge Financial Services LLC now owns 8,521 shares of the company’s stock valued at $851,000 after purchasing an additional 111 shares during the last quarter. Finally, Aprio Wealth Management LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF by 1.0% in the 3rd quarter. Aprio Wealth Management LLC now owns 10,975 shares of the company’s stock worth $1,100,000 after purchasing an additional 114 shares in the last quarter. 83.63% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Trading Down 0.3%

NYSEARCA:AGG opened at $98.63 on Tuesday. The company has a market cap of $134.76 billion, a PE ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $97.51 and a twelve month high of $101.46. The company’s 50 day moving average is $98.88 and its two-hundred day moving average is $99.60.

iShares Core U.S. Aggregate Bond ETF 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.