TruWealth Advisors LLC Grows Stock Position in iShares Core U.S. Aggregate Bond ETF $AGG

by · The Cerbat Gem

TruWealth Advisors LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 4.7% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 120,236 shares of the company’s stock after acquiring an additional 5,359 shares during the quarter. TruWealth Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $12,054,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also bought and sold shares of the company. VAUGHAN & Co SECURITIES INC. grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1.6% in the second quarter. VAUGHAN & Co SECURITIES INC. now owns 6,539 shares of the company’s stock worth $649,000 after purchasing an additional 104 shares during the last quarter. Fiera Capital Corp raised its holdings in iShares Core U.S. Aggregate Bond ETF by 1.1% during the 2nd quarter. Fiera Capital Corp now owns 9,815 shares of the company’s stock valued at $974,000 after buying an additional 105 shares during the last quarter. Vestia Personal Wealth Advisors boosted its position in iShares Core U.S. Aggregate Bond ETF by 5.2% during the 2nd quarter. Vestia Personal Wealth Advisors now owns 2,167 shares of the company’s stock valued at $215,000 after buying an additional 107 shares during the period. Woodside Wealth Management LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF by 2.1% in the 2nd quarter. Woodside Wealth Management LLC now owns 6,137 shares of the company’s stock worth $609,000 after acquiring an additional 125 shares during the last quarter. Finally, Goelzer Investment Management Inc. grew its holdings in iShares Core U.S. Aggregate Bond ETF by 4.0% in the 2nd quarter. Goelzer Investment Management Inc. now owns 3,378 shares of the company’s stock worth $335,000 after acquiring an additional 129 shares during the last quarter. 83.63% of the stock is owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.1%

Shares of NYSEARCA:AGG opened at $99.91 on Tuesday. The company has a 50-day moving average price of $100.44 and a 200-day moving average price of $99.50. The company has a market cap of $134.45 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $95.74 and a 12 month high of $101.35.

iShares Core U.S. Aggregate Bond ETF Company Profile

(Free Report)

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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