High Net Worth Advisory Group LLC Has $12.97 Million Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

High Net Worth Advisory Group LLC reduced its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 1.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 133,823 shares of the company’s stock after selling 1,558 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up about 3.6% of High Net Worth Advisory Group LLC’s investment portfolio, making the stock its 5th largest position. High Net Worth Advisory Group LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $12,968,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Oliver Lagore Vanvalin Investment Group lifted its holdings in shares of 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 purchasing 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 valued at $26,000. ST Germain D J Co. Inc. raised its position 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 valued at $28,000 after buying an additional 255 shares during the period. Wagner Wealth Management LLC lifted its stake in 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 worth $31,000 after acquiring an additional 305 shares in the last quarter. Finally, Kimelman & Baird LLC purchased a new position in iShares Core U.S. Aggregate Bond ETF during the 2nd quarter valued at about $36,000. 83.63% of the stock is currently owned by institutional investors.

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

iShares Core U.S. Aggregate Bond ETF stock opened at $97.01 on Monday. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $94.85 and a twelve month high of $102.04. The firm’s 50 day moving average price is $97.50 and its two-hundred day moving average price is $98.89.

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.