Tyler Stone Wealth Management Has $1.27 Million Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Tyler Stone Wealth Management decreased its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 3.7% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 13,152 shares of the company’s stock after selling 500 shares during the period. Tyler Stone Wealth Management’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,274,000 as of its most recent SEC filing.

Other large investors have also added to or reduced their stakes in the company. Bradley & Co. Private Wealth Management LLC purchased a new position in iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth about $25,000. Kozak & Associates Inc. bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at $26,000. Newbridge Financial Services Group Inc. purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at $33,000. Bank of Jackson Hole Trust bought a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth $35,000. Finally, Stonebridge Financial Group LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth about $43,000. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $98.45 on Wednesday. The stock has a market capitalization of $125.03 billion, a P/E ratio of 125.34 and a beta of 0.22. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $94.85 and a 52-week high of $102.04. The stock’s 50-day simple moving average is $97.90 and its 200 day simple moving average is $98.47.

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.