Defined Wealth Management LLC Acquires 240 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Defined Wealth Management LLC raised its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 7.6% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 3,416 shares of the company’s stock after buying an additional 240 shares during the period. Defined Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $331,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Sax Wealth Advisors LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 11.1% during the 4th quarter. Sax Wealth Advisors LLC now owns 5,094 shares of the company’s stock worth $494,000 after purchasing an additional 507 shares in the last quarter. Merit Financial Group LLC lifted its position in iShares Core U.S. Aggregate Bond ETF by 117.0% in the 4th quarter. Merit Financial Group LLC now owns 36,730 shares of the company’s stock valued at $3,559,000 after acquiring an additional 19,800 shares in the last quarter. Saxon Interests Inc. raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 4.0% in the fourth quarter. Saxon Interests Inc. now owns 29,603 shares of the company’s stock worth $2,869,000 after purchasing an additional 1,138 shares during the last quarter. Wealthcare Capital Management LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF by 3.5% during the fourth quarter. Wealthcare Capital Management LLC now owns 24,691 shares of the company’s stock worth $2,393,000 after buying an additional 839 shares in the last quarter. Finally, Truefg LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 7.3% during the fourth quarter. Truefg LLC now owns 6,118 shares of the company’s stock worth $593,000 after purchasing an additional 414 shares during the last quarter. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

iShares Core U.S. Aggregate Bond ETF stock 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’s 50 day simple moving average is $97.61 and its 200 day simple moving average is $98.89.

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.