North Berkeley Wealth Management LLC Acquires 15,356 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

North Berkeley Wealth Management LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 66.9% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 38,310 shares of the company’s stock after purchasing an additional 15,356 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for 2.3% of North Berkeley Wealth Management LLC’s holdings, making the stock its 14th biggest position. North Berkeley Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $3,826,000 as of its most recent SEC filing.

A number of other large investors have also bought and sold shares of the business. Tide Cove Capital Partners LLC increased its stake in iShares Core U.S. Aggregate Bond ETF by 1.4% during the 4th quarter. Tide Cove Capital Partners LLC now owns 148,746 shares of the company’s stock worth $14,888,000 after purchasing an additional 1,987 shares in the last quarter. Glassy Mountain Advisors Inc. increased its stake in iShares Core U.S. Aggregate Bond ETF by 9.0% during the 4th quarter. Glassy Mountain Advisors Inc. now owns 82,368 shares of the company’s stock worth $8,227,000 after purchasing an additional 6,788 shares in the last quarter. Private Wealth Asset Management LLC increased its stake in iShares Core U.S. Aggregate Bond ETF by 19.0% during the 4th quarter. Private Wealth Asset Management LLC now owns 27,572 shares of the company’s stock worth $2,754,000 after purchasing an additional 4,403 shares in the last quarter. WCG Wealth Advisors LLC increased its stake in iShares Core U.S. Aggregate Bond ETF by 83.2% during the 4th quarter. WCG Wealth Advisors LLC now owns 126,189 shares of the company’s stock worth $12,603,000 after purchasing an additional 57,326 shares in the last quarter. Finally, Shepherd Street Advisors LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth approximately $1,009,000. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

NYSEARCA AGG opened at $98.50 on Thursday. The business has a 50 day simple moving average of $99.00 and a 200 day simple moving average of $99.76. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $97.25 and a 52-week high of $101.46. The stock has a market cap of $134.58 billion, a price-to-earnings ratio of 124.57 and a beta of 0.26.

About iShares Core U.S. Aggregate Bond ETF

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.