FORM Wealth Advisors LLC Has $82.63 Million Stock Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

FORM Wealth Advisors LLC raised its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 64.8% in the second quarter, Holdings Channel.com reports. The institutional investor owned 834,770 shares of the company’s stock after buying an additional 328,333 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up about 9.1% of FORM Wealth Advisors LLC’s holdings, making the stock its 4th largest holding. FORM Wealth Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $82,626,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Blueline Advisors LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at $25,000. Cresta Advisors Ltd. purchased a new position in iShares Core U.S. Aggregate Bond ETF in the fourth quarter worth about $25,000. Valley National Advisers Inc. boosted its position in iShares Core U.S. Aggregate Bond ETF by 339.0% in the fourth quarter. Valley National Advisers Inc. now owns 259 shares of the company’s stock worth $25,000 after purchasing an additional 200 shares during the last quarter. First Command Advisory Services Inc. grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 321.2% during the 4th quarter. First Command Advisory Services Inc. now owns 278 shares of the company’s stock valued at $28,000 after purchasing an additional 212 shares during the period. Finally, Wiser Advisor Group LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 3rd quarter valued at about $29,000. 83.63% of the stock is owned by institutional investors.

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

NYSEARCA AGG opened at $97.32 on Wednesday. The company has a 50-day moving average price of $98.22 and a 200-day moving average price of $99.10. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $97.12 and a 52 week high of $101.46. The firm has a market capitalization of $137.33 billion, a P/E ratio of 124.57 and a beta of 0.25.

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.