Family Wealth Partners LLC Has $3.78 Million Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Family Wealth Partners LLC lifted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 7.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 39,007 shares of the company’s stock after buying an additional 2,587 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises approximately 1.8% of Family Wealth Partners LLC’s holdings, making the stock its 17th biggest position. Family Wealth Partners LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $3,780,000 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. Wagner Wealth Management LLC grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 30,500.0% in the 3rd quarter. Wagner Wealth Management LLC now owns 306 shares of the company’s stock valued at $31,000 after acquiring an additional 305 shares during the period. Drucker Wealth 3.0 LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF by 6.3% in the 3rd quarter. Drucker Wealth 3.0 LLC now owns 5,724 shares of the company’s stock valued at $580,000 after purchasing an additional 340 shares during the last quarter. AE Wealth Management LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF by 48.7% during the second quarter. AE Wealth Management LLC now owns 151,969 shares of the company’s stock worth $14,752,000 after purchasing an additional 49,761 shares during the period. World Investment Advisors LLC increased its position in iShares Core U.S. Aggregate Bond ETF by 1,845.5% during the third quarter. World Investment Advisors LLC now owns 320,965 shares of the company’s stock worth $32,037,000 after buying an additional 304,467 shares during the last quarter. Finally, Heritage Wealth Management Inc. acquired a new position in iShares Core U.S. Aggregate Bond ETF during the second quarter worth approximately $2,097,000. 83.63% of the stock is currently owned by institutional investors and hedge funds.

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

AGG opened at $96.92 on Friday. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $94.85 and a 12-month high of $102.04. The business has a 50 day moving average of $97.64 and a 200-day moving average of $98.90.

iShares Core U.S. Aggregate Bond ETF Company 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.