Cornerstone Wealth Group LLC Acquires 10,272 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Cornerstone Wealth Group LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 5.9% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 183,945 shares of the company’s stock after buying an additional 10,272 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises approximately 1.2% of Cornerstone Wealth Group LLC’s portfolio, making the stock its 19th largest position. Cornerstone Wealth Group LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $18,297,000 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. grew its stake in shares of 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 worth $1,051,000 after purchasing an additional 100 shares during the last quarter. Stephens Consulting LLC raised its position in iShares Core U.S. Aggregate Bond ETF by 9.4% during the 4th quarter. Stephens Consulting LLC now owns 1,288 shares of the company’s stock worth $129,000 after purchasing an additional 111 shares during the last quarter. Hoge Financial Services LLC raised its position in iShares Core U.S. Aggregate Bond ETF by 1.3% during the 4th quarter. Hoge Financial Services LLC now owns 8,521 shares of the company’s stock worth $851,000 after purchasing an additional 111 shares during the last quarter. Aprio Wealth Management LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 1.0% during the 3rd quarter. Aprio Wealth Management LLC now owns 10,975 shares of the company’s stock worth $1,100,000 after buying an additional 114 shares during the period. Finally, Retirement Planning Group LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 1.7% during the 4th quarter. Retirement Planning Group LLC now owns 6,640 shares of the company’s stock worth $663,000 after buying an additional 114 shares during the period. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.1%

NYSEARCA AGG opened at $99.34 on Friday. The firm has a market capitalization of $135.73 billion, a PE ratio of 124.57 and a beta of 0.25. The business’s 50-day moving average price is $98.85 and its two-hundred day moving average price is $99.57. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $97.51 and a 12 month high of $101.46.

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.