GuidedMoney LLC Invests $3.83 Million in iShares Core U.S. Aggregate Bond ETF $AGG

GuidedMoney LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 38,322 shares of the company’s stock, valued at approximately $3,828,000. iShares Core U.S. Aggregate Bond ETF comprises approximately 2.0% of GuidedMoney LLC’s portfolio, making the stock its 7th largest holding.

Several other hedge funds also recently modified their holdings of the company. Sonoma Allocations LLC grew its position in iShares Core U.S. Aggregate Bond ETF by 2,196.1% during the 4th quarter. Sonoma Allocations LLC now owns 103,256 shares of the company’s stock worth $10,296,000 after acquiring an additional 98,759 shares during the last quarter. MV Capital Management Inc. acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at about $25,118,000. Continental Investors Services Inc. boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 11.8% during the fourth quarter. Continental Investors Services Inc. now owns 46,621 shares of the company’s stock valued at $4,740,000 after purchasing an additional 4,924 shares in the last quarter. Sunbelt Securities Inc. grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 27.8% during the fourth quarter. Sunbelt Securities Inc. now owns 9,012 shares of the company’s stock worth $900,000 after purchasing an additional 1,960 shares during the last quarter. Finally, Capstone Wealth Management Inc. bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth about $2,542,000. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

iShares Core U.S. Aggregate Bond ETF stock opened at $98.90 on Friday. The business has a 50 day moving average of $98.91 and a 200-day moving average of $99.62. The company has a market capitalization of $135.13 billion, a P/E ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $97.51 and a 1 year high of $101.46.

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.