Farrell Financial LLC Boosts Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Farrell Financial LLC boosted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 10.0% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 11,083 shares of the company’s stock after purchasing an additional 1,012 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up approximately 0.8% of Farrell Financial LLC’s investment portfolio, making the stock its 29th largest holding. Farrell Financial LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,074,000 at the end of the most recent reporting period.

Other hedge funds have also modified their holdings of the company. Mesirow Financial Investment Management Inc. boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 0.8% in the 3rd quarter. Mesirow Financial Investment Management Inc. now owns 12,674 shares of the company’s stock worth $1,283,000 after buying an additional 104 shares during the last quarter. Evergreen Capital Management LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 0.6% in the second quarter. Evergreen Capital Management LLC now owns 16,518 shares of the company’s stock worth $1,603,000 after acquiring an additional 105 shares during the last quarter. Howe & Rusling Inc. increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 2.4% during the third quarter. Howe & Rusling Inc. now owns 4,414 shares of the company’s stock worth $447,000 after purchasing an additional 105 shares in the last quarter. Cornerstone Wealth Management LLC raised its stake in iShares Core U.S. Aggregate Bond ETF by 2.1% in the 3rd quarter. Cornerstone Wealth Management LLC now owns 5,196 shares of the company’s stock valued at $526,000 after purchasing an additional 109 shares during the last quarter. Finally, Heritage Wealth Management Inc. CA lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 0.7% in the 3rd quarter. Heritage Wealth Management Inc. CA now owns 17,410 shares of the company’s stock valued at $1,763,000 after purchasing an additional 116 shares in the last quarter. 83.63% of the stock is owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.3 %

iShares Core U.S. Aggregate Bond ETF stock opened at $97.24 on Wednesday. The company has a fifty day simple moving average of $97.55 and a 200-day simple moving average of $98.92. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $94.85 and a 52-week high of $102.04.

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.