Gateway Wealth Partners LLC Has $3.89 Million Stock Position in iShares Core U.S. Aggregate Bond ETF $AGG

Gateway Wealth Partners LLC raised its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 362.8% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 39,183 shares of the company’s stock after acquiring an additional 30,716 shares during the quarter. Gateway Wealth Partners LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $3,890,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently modified their holdings of the company. Valley National Advisers Inc. lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 339.0% during the fourth quarter. Valley National Advisers Inc. now owns 259 shares of the company’s stock worth $25,000 after buying an additional 200 shares in the last quarter. Cresta Advisors Ltd. acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at about $25,000. Blueline Advisors LLC acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at about $25,000. First Command Advisory Services Inc. increased its position in iShares Core U.S. Aggregate Bond ETF by 321.2% during the fourth quarter. First Command Advisory Services Inc. now owns 278 shares of the company’s stock worth $28,000 after acquiring an additional 212 shares during the period. Finally, North Ridge Wealth Advisors Inc. bought a new position in iShares Core U.S. Aggregate Bond ETF during the second quarter worth about $29,000. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.2%

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $97.69 on Tuesday. The stock has a market capitalization of $137.91 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $97.27 and a twelve month high of $101.46. The company has a 50-day simple moving average of $98.45 and a two-hundred day simple moving average of $99.30.

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.