iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) is Meridian Wealth Partners LLC’s 3rd Largest Position

Meridian Wealth Partners LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 4.4% during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 767,095 shares of the company’s stock after buying an additional 32,128 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for approximately 11.3% of Meridian Wealth Partners LLC’s portfolio, making the stock its 3rd largest holding. Meridian Wealth Partners LLC owned approximately 0.06% of iShares Core U.S. Aggregate Bond ETF worth $74,331,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in the business. Pathstone Holdings LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1.7% during the 3rd quarter. Pathstone Holdings LLC now owns 48,902 shares of the company’s stock worth $4,952,000 after acquiring an additional 830 shares during the last quarter. Thompson Siegel & Walmsley LLC boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1.3% in the 3rd quarter. Thompson Siegel & Walmsley LLC now owns 21,254 shares of the company’s stock worth $2,152,000 after purchasing an additional 268 shares in the last quarter. Icon Wealth Advisors LLC purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 3rd quarter worth about $430,000. Meridian Wealth Management LLC purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 3rd quarter valued at about $1,934,000. Finally, Flagstar Advisors Inc. lifted its position in iShares Core U.S. Aggregate Bond ETF by 2.4% in the 3rd quarter. Flagstar Advisors Inc. now owns 92,618 shares of the company’s stock worth $9,379,000 after buying an additional 2,161 shares during the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA AGG opened at $98.74 on Friday. The stock has a market capitalization of $125.40 billion, a P/E ratio of 125.34 and a beta of 0.22. iShares Core U.S. Aggregate Bond ETF has a one year low of $94.85 and a one year high of $102.04. The firm’s 50 day simple moving average is $97.80 and its two-hundred day simple moving average is $98.53.

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.