iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Acquired by Avondale Wealth Management

Avondale Wealth Management increased its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 7.5% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 78,999 shares of the company’s stock after acquiring an additional 5,480 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up about 4.9% of Avondale Wealth Management’s portfolio, making the stock its 7th biggest holding. Avondale Wealth Management’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $7,655,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Oliver Lagore Vanvalin Investment Group lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 162.9% in the second quarter. Oliver Lagore Vanvalin Investment Group now owns 255 shares of the company’s stock valued at $25,000 after acquiring an additional 158 shares during the period. Kozak & Associates Inc. purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at approximately $26,000. ST Germain D J Co. Inc. grew its position in iShares Core U.S. Aggregate Bond ETF by 1,020.0% during the third quarter. ST Germain D J Co. Inc. now owns 280 shares of the company’s stock valued at $28,000 after buying an additional 255 shares during the period. Wagner Wealth Management LLC grew its position in iShares Core U.S. Aggregate Bond ETF by 30,500.0% during the third quarter. Wagner Wealth Management LLC now owns 306 shares of the company’s stock valued at $31,000 after buying an additional 305 shares during the period. Finally, Kimelman & Baird LLC purchased a new position in iShares Core U.S. Aggregate Bond ETF in the second quarter valued at $36,000. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

NYSEARCA AGG traded down $0.36 on Friday, hitting $96.12. The company had a trading volume of 1,813,651 shares, compared to its average volume of 6,367,969. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $94.85 and a 12-month high of $102.04. The company’s fifty day moving average price is $97.79 and its 200-day moving average price is $98.93.

iShares Core U.S. Aggregate Bond ETF 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.