Turtle Creek Wealth Advisors LLC Purchases Shares of 13,474 iShares Core U.S. Aggregate Bond ETF $AGG

Turtle Creek Wealth Advisors LLC purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) in the first quarter, according to the company in its most recent filing with the SEC. The firm purchased 13,474 shares of the company’s stock, valued at approximately $1,338,000.

Several other hedge funds and other institutional investors also recently modified their holdings of AGG. Kampmann Melissa S. increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.0% in the fourth quarter. Kampmann Melissa S. now owns 10,508 shares of the company’s stock worth $1,051,000 after purchasing an additional 100 shares during the last quarter. Verus Wealth Management LLC lifted its position in iShares Core U.S. Aggregate Bond ETF by 1.3% during the first quarter. Verus Wealth Management LLC now owns 8,057 shares of the company’s stock valued at $800,000 after purchasing an additional 106 shares during the last quarter. Stephens Consulting LLC lifted its position in iShares Core U.S. Aggregate Bond ETF by 9.4% during the fourth quarter. Stephens Consulting LLC now owns 1,288 shares of the company’s stock valued at $129,000 after purchasing an additional 111 shares during the last quarter. Hoge Financial Services LLC grew its stake in iShares Core U.S. Aggregate Bond ETF by 1.3% in the 4th quarter. Hoge Financial Services LLC now owns 8,521 shares of the company’s stock worth $851,000 after buying an additional 111 shares in the last quarter. Finally, Retirement Planning Group LLC grew its stake in iShares Core U.S. Aggregate Bond ETF by 1.7% in the 4th quarter. Retirement Planning Group LLC now owns 6,640 shares of the company’s stock worth $663,000 after buying an additional 114 shares in the last quarter. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA:AGG opened at $98.61 on Friday. The company’s fifty day moving average price is $98.78 and its 200-day moving average price is $99.54. The firm has a market capitalization of $138.36 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a one year low of $97.51 and a one year high of $101.46.

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.