Heritage Financial Services LLC Has $7.13 Million Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Heritage Financial Services LLC lifted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 2.6% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 70,430 shares of the company’s stock after buying an additional 1,800 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises approximately 0.9% of Heritage Financial Services LLC’s holdings, making the stock its 11th biggest position. Heritage Financial Services LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $7,132,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also added to or reduced their stakes in the company. Oliver Lagore Vanvalin Investment Group raised its stake 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 buying an additional 158 shares during the period. ST Germain D J Co. Inc. raised its stake in iShares Core U.S. Aggregate Bond ETF by 1,020.0% in the 3rd quarter. ST Germain D J Co. Inc. now owns 280 shares of the company’s stock valued at $28,000 after acquiring an additional 255 shares during the period. Lynx Investment Advisory bought a new stake in iShares Core U.S. Aggregate Bond ETF in the 2nd quarter valued at $28,000. Atlas Capital Advisors LLC acquired a new stake in iShares Core U.S. Aggregate Bond ETF during the 1st quarter valued at $29,000. Finally, Wagner Wealth Management LLC boosted 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 worth $31,000 after purchasing an additional 305 shares during the period. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.2 %

NYSEARCA:AGG opened at $98.79 on Friday. The firm’s fifty day moving average price is $100.57 and its two-hundred day moving average price is $98.39. iShares Core U.S. Aggregate Bond ETF has a one year low of $91.92 and a one year high of $102.04.

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.