Tenet Wealth Partners LLC Purchases Shares of 19,661 iShares Core U.S. Aggregate Bond ETF $AGG

Tenet Wealth Partners LLC acquired a new position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) in the second quarter, according to the company in its most recent filing with the SEC. The firm acquired 19,661 shares of the company’s stock, valued at approximately $1,921,000. iShares Core U.S. Aggregate Bond ETF accounts for approximately 1.4% of Tenet Wealth Partners LLC’s portfolio, making the stock its 16th biggest position.

Other institutional investors also recently modified their holdings of the company. Verus Wealth Management LLC raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.3% in the first quarter. Verus Wealth Management LLC now owns 8,057 shares of the company’s stock valued at $800,000 after purchasing an additional 106 shares in the last quarter. Childress Capital Advisors LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF by 1.0% during the first quarter. Childress Capital Advisors LLC now owns 10,646 shares of the company’s stock worth $1,057,000 after buying an additional 107 shares in the last quarter. Retirement Planning Group LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF by 1.7% in the 4th quarter. Retirement Planning Group LLC now owns 6,640 shares of the company’s stock valued at $663,000 after buying an additional 114 shares during the period. Berkeley Capital Partners LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF by 1.8% in the 4th quarter. Berkeley Capital Partners LLC now owns 6,354 shares of the company’s stock valued at $635,000 after buying an additional 115 shares during the period. Finally, Waystone Advisors LLC raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 3.2% in the 1st quarter. Waystone Advisors LLC now owns 3,719 shares of the company’s stock valued at $369,000 after buying an additional 116 shares in the last quarter. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of AGG stock opened at $97.00 on Friday. The firm has a fifty day moving average of $97.75 and a 200-day moving average of $98.76. The stock has a market cap of $136.88 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $96.72 and a 52-week 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.