Quotient Wealth Partners LLC Has $231.87 Million Position in iShares Core U.S. Aggregate Bond ETF $AGG

Quotient Wealth Partners LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 6.5% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 2,321,437 shares of the company’s stock after acquiring an additional 142,276 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up 6.2% of Quotient Wealth Partners LLC’s portfolio, making the stock its 3rd biggest position. Quotient Wealth Partners LLC owned 0.17% of iShares Core U.S. Aggregate Bond ETF worth $231,865,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Wiser Advisor Group LLC bought a new position in shares of iShares Core U.S. Aggregate Bond ETF during the third quarter valued at approximately $29,000. North Ridge Wealth Advisors Inc. bought a new position in shares of iShares Core U.S. Aggregate Bond ETF during the second quarter valued at approximately $29,000. Collier Financial bought a new position in shares of iShares Core U.S. Aggregate Bond ETF during the third quarter valued at approximately $31,000. JCIC Asset Management Inc. bought a new position in shares of iShares Core U.S. Aggregate Bond ETF during the third quarter valued at approximately $32,000. Finally, Moisand Fitzgerald Tamayo LLC raised its stake in iShares Core U.S. Aggregate Bond ETF by 78.0% in the fourth quarter. Moisand Fitzgerald Tamayo LLC now owns 331 shares of the company’s stock worth $33,000 after buying an additional 145 shares in the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

AGG stock opened at $99.49 on Friday. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $96.15 and a 1 year high of $101.46. The company has a market cap of $138.03 billion, a P/E ratio of 124.57 and a beta of 0.26. The firm has a 50-day moving average of $99.94 and a 200 day moving average of $100.16.

iShares Core U.S. Aggregate Bond ETF Company 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.