Elevation Point Wealth Partners LLC Purchases 12,672 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Elevation Point Wealth Partners LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 13.8% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 104,623 shares of the company’s stock after purchasing an additional 12,672 shares during the period. Elevation Point Wealth Partners LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $10,386,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in AGG. Sharp Wealth Advisory LLC grew its position in iShares Core U.S. Aggregate Bond ETF by 2.2% in the first quarter. Sharp Wealth Advisory LLC now owns 146,544 shares of the company’s stock valued at $14,547,000 after acquiring an additional 3,105 shares during the period. DSG Capital Advisors LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1.0% during the first quarter. DSG Capital Advisors LLC now owns 201,894 shares of the company’s stock valued at $20,042,000 after acquiring an additional 2,038 shares during the period. Patten Group Inc. boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.1% in the 1st quarter. Patten Group Inc. now owns 45,516 shares of the company’s stock valued at $4,518,000 after purchasing an additional 478 shares in the last quarter. Axis Wealth Partners LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.3% in the 1st quarter. Axis Wealth Partners LLC now owns 23,168 shares of the company’s stock valued at $2,300,000 after purchasing an additional 298 shares in the last quarter. Finally, Livet Wealth LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 3.2% in the 1st quarter. Livet Wealth LLC now owns 80,134 shares of the company’s stock worth $7,955,000 after purchasing an additional 2,503 shares during the last quarter. Institutional investors own 83.63% of the company’s stock.

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

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $98.61 on Friday. The stock has a market capitalization of $138.36 billion, a P/E ratio of 124.57 and a beta of 0.25. The company has a 50-day simple moving average of $98.78 and a 200 day simple moving average of $99.54. 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.