Retirement Wealth Solutions LLC Invests $2.06 Million in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Retirement Wealth Solutions LLC bought a new position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 21,475 shares of the company’s stock, valued at approximately $2,060,000. iShares Core U.S. Aggregate Bond ETF makes up approximately 1.7% of Retirement Wealth Solutions LLC’s portfolio, making the stock its 18th largest position.

Other institutional investors have also recently added to or reduced their stakes in the company. Oliver Lagore Vanvalin Investment Group increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 162.9% in the 2nd quarter. Oliver Lagore Vanvalin Investment Group now owns 255 shares of the company’s stock valued at $25,000 after acquiring an additional 158 shares during the period. Kozak & Associates Inc. purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at about $26,000. ST Germain D J Co. Inc. boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1,020.0% during the third quarter. ST Germain D J Co. Inc. now owns 280 shares of the company’s stock worth $28,000 after buying an additional 255 shares during the period. Wagner Wealth Management LLC increased its position in iShares Core U.S. Aggregate Bond ETF by 30,500.0% in the 3rd quarter. Wagner Wealth Management LLC now owns 306 shares of the company’s stock valued at $31,000 after acquiring an additional 305 shares during the period. Finally, Kimelman & Baird LLC acquired a new stake in iShares Core U.S. Aggregate Bond ETF during the 2nd quarter worth approximately $36,000. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

NYSEARCA AGG opened at $96.92 on Friday. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $94.85 and a 52-week high of $102.04. The firm has a 50-day moving average price of $97.61 and a 200 day moving average price of $98.89.

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.