BlueStem Wealth Partners LLC Buys New Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

BlueStem Wealth Partners LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund bought 71,477 shares of the company’s stock, valued at approximately $6,926,000. iShares Core U.S. Aggregate Bond ETF comprises about 0.9% of BlueStem Wealth Partners LLC’s holdings, making the stock its 17th largest position.

Several other hedge funds also recently modified their holdings of AGG. Mesirow Financial Investment Management Inc. boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 0.8% during the third quarter. Mesirow Financial Investment Management Inc. now owns 12,674 shares of the company’s stock valued at $1,283,000 after acquiring an additional 104 shares during the last quarter. Howe & Rusling Inc. boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 2.4% during the third quarter. Howe & Rusling Inc. now owns 4,414 shares of the company’s stock valued at $447,000 after acquiring an additional 105 shares during the last quarter. Braun Bostich & Associates Inc. boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 4.5% during the fourth quarter. Braun Bostich & Associates Inc. now owns 2,533 shares of the company’s stock valued at $245,000 after acquiring an additional 109 shares during the last quarter. Vestia Personal Wealth Advisors boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 5.1% during the fourth quarter. Vestia Personal Wealth Advisors now owns 2,493 shares of the company’s stock valued at $242,000 after acquiring an additional 121 shares during the last quarter. Finally, Mount Yale Investment Advisors LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.5% during the fourth quarter. Mount Yale Investment Advisors LLC now owns 8,246 shares of the company’s stock valued at $799,000 after acquiring an additional 122 shares during the last quarter. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.4 %

NYSEARCA AGG opened at $99.25 on Friday. The business’s 50-day moving average price is $97.23 and its 200 day moving average price is $98.72. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $94.85 and a twelve month high of $102.04. The company has a market capitalization of $125.06 billion, a PE ratio of 125.24 and a beta of 0.20.

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.