Kades & Cheifetz LLC Invests $5.06 Million in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Kades & Cheifetz LLC purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 52,214 shares of the company’s stock, valued at approximately $5,059,000. iShares Core U.S. Aggregate Bond ETF comprises about 2.6% of Kades & Cheifetz LLC’s holdings, making the stock its 10th largest holding.

A number of other institutional investors and hedge funds have also modified their holdings of AGG. Oliver Lagore Vanvalin Investment Group increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 162.9% during the second quarter. Oliver Lagore Vanvalin Investment Group now owns 255 shares of the company’s stock worth $25,000 after acquiring an additional 158 shares in the last quarter. Kozak & Associates Inc. acquired a new position in iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth $26,000. ST Germain D J Co. Inc. boosted its holdings 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 worth $28,000 after purchasing an additional 255 shares during the last quarter. Wagner Wealth Management LLC boosted its holdings 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 last quarter. Finally, Kimelman & Baird LLC acquired a new position in iShares Core U.S. Aggregate Bond ETF during the second quarter worth $36,000. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

AGG stock traded down $0.11 during trading hours on Monday, reaching $95.83. The stock had a trading volume of 4,114,784 shares, compared to its average volume of 7,193,319. The stock has a 50-day simple moving average of $97.75 and a 200 day simple moving average of $98.94. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $94.85 and a fifty-two week 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.