Earned Wealth Advisors LLC Increases Stake in iShares Core U.S. Aggregate Bond ETF $AGG

Earned Wealth Advisors LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 11.2% during the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 379,390 shares of the company’s stock after purchasing an additional 38,137 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises about 2.5% of Earned Wealth Advisors LLC’s investment portfolio, making the stock its 12th biggest position. Earned Wealth Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $37,662,000 as of its most recent SEC filing.

Other large investors also recently added to or reduced their stakes in the company. Blueline Advisors LLC bought a new position in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at about $25,000. Cresta Advisors Ltd. purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter worth about $25,000. Valley National Advisers Inc. lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 339.0% in the 4th quarter. Valley National Advisers Inc. now owns 259 shares of the company’s stock valued at $25,000 after acquiring an additional 200 shares during the last quarter. First Command Advisory Services Inc. lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 321.2% in the 4th quarter. First Command Advisory Services Inc. now owns 278 shares of the company’s stock valued at $28,000 after acquiring an additional 212 shares during the last quarter. Finally, Wiser Advisor Group LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF during the 3rd quarter valued at about $29,000. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

AGG opened at $98.20 on Monday. The stock’s 50 day simple moving average is $98.55 and its 200 day simple moving average is $99.40. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $97.51 and a 1 year high of $101.46. The firm has a market cap of $138.63 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25.

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.