ERTS Wealth Advisors LLC Takes Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

ERTS Wealth Advisors LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGGFree Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 117,745 shares of the company’s stock, valued at approximately $11,686,000. iShares Core U.S. Aggregate Bond ETF makes up approximately 2.5% of ERTS Wealth Advisors LLC’s investment portfolio, making the stock its 12th biggest position.

Other large investors also recently modified their holdings of the company. LMG Wealth Partners LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 117.6% during the fourth quarter. LMG Wealth Partners LLC now owns 95,580 shares of the company’s stock valued at $9,486,000 after acquiring an additional 51,661 shares during the last quarter. Coastline Trust Co increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 111.5% during the fourth quarter. Coastline Trust Co now owns 35,926 shares of the company’s stock valued at $3,566,000 after acquiring an additional 18,941 shares during the last quarter. Cahaba Wealth Management Inc. increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.4% during the fourth quarter. Cahaba Wealth Management Inc. now owns 1,319,877 shares of the company’s stock valued at $130,998,000 after acquiring an additional 17,583 shares during the last quarter. Buck Wealth Strategies LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 27.0% during the fourth quarter. Buck Wealth Strategies LLC now owns 89,792 shares of the company’s stock valued at $8,912,000 after acquiring an additional 19,073 shares during the last quarter. Finally, Stonegate Investment Group LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 4.3% during the fourth quarter. Stonegate Investment Group LLC now owns 47,000 shares of the company’s stock valued at $4,665,000 after acquiring an additional 1,950 shares during the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.1 %

Shares of AGG opened at $96.94 on Thursday. The stock has a 50 day moving average of $97.65 and a 200 day moving average of $96.43. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $91.58 and a 12 month high of $100.98.

iShares Core U.S. Aggregate Bond ETF Profile

(Free Report)

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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Institutional Ownership by Quarter for iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

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