True Link Financial Advisors LLC Makes New $513,000 Investment in iShares Core U.S. Aggregate Bond ETF $AGG
by Doug Wharley · The Cerbat GemTrue Link Financial Advisors LLC acquired a new stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 5,141 shares of the company’s stock, valued at approximately $513,000.
A number of other hedge funds and other institutional investors have also made changes to their positions in AGG. Mercer Global Advisors Inc. ADV grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 17.5% in the third quarter. Mercer Global Advisors Inc. ADV now owns 33,227,135 shares of the company’s stock valued at $3,331,020,000 after purchasing an additional 4,942,715 shares during the period. Constellation Investments Inc. grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 70.2% in the fourth quarter. Constellation Investments Inc. now owns 7,062,919 shares of the company’s stock valued at $705,444,000 after purchasing an additional 2,914,000 shares during the period. Bank of America Corp DE grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 5.5% in the third quarter. Bank of America Corp DE now owns 46,326,160 shares of the company’s stock valued at $4,644,198,000 after purchasing an additional 2,423,410 shares during the period. United Services Automobile Association grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 70.1% in the second quarter. United Services Automobile Association now owns 5,022,980 shares of the company’s stock valued at $498,280,000 after purchasing an additional 2,069,200 shares during the period. Finally, Raymond James Financial Inc. grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 2.5% in the third quarter. Raymond James Financial Inc. now owns 79,246,704 shares of the company’s stock valued at $7,944,482,000 after purchasing an additional 1,911,414 shares during the period. Hedge funds and other institutional investors own 83.63% of the company’s stock.
iShares Core U.S. Aggregate Bond ETF Stock Up 0.1%
Shares of NYSEARCA:AGG opened at $99.59 on Friday. The company has a market cap of $136.07 billion, a P/E ratio of 124.57 and a beta of 0.27. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $96.66 and a 52 week high of $101.46. The business has a fifty day simple moving average of $99.81 and a 200-day simple moving average of $100.11.
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.
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