Quotient Wealth Partners LLC Boosts Position in iShares Core U.S. Aggregate Bond ETF $AGG

Quotient Wealth Partners LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 5.6% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 2,179,161 shares of the company’s stock after acquiring an additional 116,027 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for 6.0% of Quotient Wealth Partners LLC’s portfolio, making the stock its 5th biggest holding. Quotient Wealth Partners LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $218,461,000 at the end of the most recent reporting period.

Several other hedge funds have also recently bought and sold shares of AGG. Angeles Investment Advisors LLC acquired a new position in iShares Core U.S. Aggregate Bond ETF during the 2nd quarter valued at about $26,000. North Ridge Wealth Advisors Inc. acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF during the second quarter worth approximately $29,000. Transce3nd LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF by 84.7% in the 2nd quarter. Transce3nd LLC now owns 484 shares of the company’s stock worth $48,000 after buying an additional 222 shares in the last quarter. GAMMA Investing LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF by 509.3% in the 3rd quarter. GAMMA Investing LLC now owns 524 shares of the company’s stock worth $53,000 after buying an additional 438 shares in the last quarter. Finally, IMA Advisory Services Inc. acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the 2nd quarter valued at approximately $60,000. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $99.84 on Friday. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $95.74 and a 1-year high of $101.35. The business’s fifty day moving average price is $100.44 and its two-hundred day moving average price is $99.54. The company has a market capitalization of $134.35 billion, a P/E ratio of 124.57 and a beta of 0.25.

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.