iShares Core U.S. Aggregate Bond ETF $AGG Shares Purchased by Caliber Wealth Management LLC KS

Caliber Wealth Management LLC KS raised its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 12.6% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 304,322 shares of the company’s stock after purchasing an additional 34,027 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises about 3.3% of Caliber Wealth Management LLC KS’s investment portfolio, making the stock its 3rd largest position. Caliber Wealth Management LLC KS’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $30,210,000 at the end of the most recent reporting period.

Several other hedge funds also recently modified their holdings of AGG. Brighton Jones LLC grew its stake in iShares Core U.S. Aggregate Bond ETF by 238.0% in the 4th quarter. Brighton Jones LLC now owns 9,984 shares of the company’s stock worth $967,000 after acquiring an additional 7,030 shares during the period. Revolve Wealth Partners LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 50.0% during the 4th quarter. Revolve Wealth Partners LLC now owns 9,127 shares of the company’s stock worth $884,000 after purchasing an additional 3,044 shares during the period. Russell Investments Group Ltd. purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 2nd quarter worth $111,000. Ieq Capital LLC boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 9.9% during the second quarter. Ieq Capital LLC now owns 47,381 shares of the company’s stock worth $4,700,000 after purchasing an additional 4,269 shares during the last quarter. Finally, Quantinno Capital Management LP boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 7.6% during the second quarter. Quantinno Capital Management LP now owns 13,419 shares of the company’s stock worth $1,331,000 after purchasing an additional 943 shares during the last quarter. 83.63% of the stock is owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.0%

Shares of NYSEARCA:AGG opened at $99.37 on Tuesday. The company has a market cap of $135.77 billion, a P/E ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $97.51 and a 52 week high of $101.46. The business has a fifty day simple moving average of $98.85 and a 200-day simple moving average of $99.57.

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.