iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Holdings Boosted by Financial Consulate Inc.
by Sarita Garza · The Markets DailyFinancial Consulate Inc. boosted its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 7.8% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 11,131 shares of the company’s stock after purchasing an additional 805 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for 0.4% of Financial Consulate Inc.’s investment portfolio, making the stock its 19th biggest holding. Financial Consulate Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,105,000 at the end of the most recent reporting period.
A number of other institutional investors also recently modified their holdings of AGG. Empirical Financial Services LLC d.b.a. Empirical Wealth Management boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 145.5% during the 1st quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 6,590 shares of the company’s stock valued at $705,000 after buying an additional 3,906 shares during the period. Laurel Wealth Advisors Inc. boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 36.2% during the 1st quarter. Laurel Wealth Advisors Inc. now owns 52,003 shares of the company’s stock valued at $5,570,000 after buying an additional 13,829 shares during the period. Worth Asset Management LLC acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 1st quarter valued at $44,000. Baltimore Washington Financial Advisors Inc. acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 1st quarter valued at $241,000. Finally, West Michigan Advisors LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 2.0% in the first quarter. West Michigan Advisors LLC now owns 14,640 shares of the company’s stock worth $1,568,000 after purchasing an additional 292 shares in the last quarter. Institutional investors and hedge funds own 83.63% of the company’s stock.
iShares Core U.S. Aggregate Bond ETF Trading Up 0.1 %
NYSEARCA:AGG traded up $0.10 during trading hours on Friday, reaching $95.38. The company’s stock had a trading volume of 9,121,718 shares, compared to its average volume of 10,042,078. iShares Core U.S. Aggregate Bond ETF has a one year low of $91.58 and a one year high of $100.42. The business’s 50-day moving average is $97.08 and its 200-day moving average is $96.55.
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.
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