High Note Wealth LLC Increases Stock Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

High Note Wealth LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 5.6% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 114,851 shares of the company’s stock after buying an additional 6,056 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up approximately 2.3% of High Note Wealth LLC’s portfolio, making the stock its 11th biggest position. High Note Wealth LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $11,514,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also made changes to their positions in the company. VAUGHAN & Co SECURITIES INC. lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 1.6% in the 2nd quarter. VAUGHAN & Co SECURITIES INC. now owns 6,539 shares of the company’s stock valued at $649,000 after purchasing an additional 104 shares in the last quarter. Fiera Capital Corp grew its stake 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 worth $974,000 after buying an additional 105 shares during the last quarter. Realta Investment Advisors raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 0.9% during the third quarter. Realta Investment Advisors now owns 11,327 shares of the company’s stock valued at $1,135,000 after purchasing an additional 105 shares in the last quarter. Pathway Financial Advisors LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 0.8% in the 3rd quarter. Pathway Financial Advisors LLC now owns 14,255 shares of the company’s stock worth $1,429,000 after purchasing an additional 109 shares during the last quarter. Finally, Invera Wealth Advisors LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF by 0.5% in the 3rd quarter. Invera Wealth Advisors LLC now owns 24,356 shares of the company’s stock worth $2,442,000 after purchasing an additional 112 shares during the period. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Stock Performance

AGG opened at $100.15 on Friday. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $96.15 and a twelve month high of $101.35. The business has a 50 day moving average price of $100.13 and a 200 day moving average price of $99.91. The firm has a market cap of $138.29 billion, a P/E ratio of 124.57 and a beta of 0.25.

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.