Werba Rubin Papier Wealth Management Buys 682 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Werba Rubin Papier Wealth Management lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 5.6% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 12,942 shares of the company’s stock after buying an additional 682 shares during the period. Werba Rubin Papier Wealth Management’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,280,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of the company. Greenline Partners LLC acquired a new position in iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth about $31,000. MTM Investment Management LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the first quarter worth about $37,000. Godsey & Gibb Inc. bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the first quarter worth about $46,000. Navigoe LLC acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at approximately $52,000. Finally, Transce3nd LLC bought a new position in iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at approximately $53,000. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

NYSEARCA:AGG opened at $98.45 on Monday. The firm’s 50 day simple moving average is $98.05 and its 200 day simple moving average is $97.96. iShares Core U.S. Aggregate Bond ETF has a one year low of $95.74 and a one year high of $102.04. The company has a market cap of $128.28 billion, a PE ratio of 124.57 and a beta of 0.12.

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.