iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Acquired by Bennett Associates Wealth Management

Bennett Associates Wealth Management boosted its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 2.2% during the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 29,959 shares of the company’s stock after buying an additional 640 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up about 2.4% of Bennett Associates Wealth Management’s holdings, making the stock its 12th biggest position. Bennett Associates Wealth Management’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $2,903,000 as of its most recent filing with the SEC.

A number of other large investors have also made changes to their positions in the stock. Wagner Wealth Management LLC raised its stake in iShares Core U.S. Aggregate Bond ETF by 30,500.0% during the third quarter. Wagner Wealth Management LLC now owns 306 shares of the company’s stock worth $31,000 after purchasing an additional 305 shares during the period. Drucker Wealth 3.0 LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 6.3% during the 3rd quarter. Drucker Wealth 3.0 LLC now owns 5,724 shares of the company’s stock worth $580,000 after buying an additional 340 shares during the last quarter. AE Wealth Management LLC boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 48.7% in the 2nd quarter. AE Wealth Management LLC now owns 151,969 shares of the company’s stock valued at $14,752,000 after buying an additional 49,761 shares during the period. World Investment Advisors LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 1,845.5% during the 3rd quarter. World Investment Advisors LLC now owns 320,965 shares of the company’s stock worth $32,037,000 after purchasing an additional 304,467 shares during the period. Finally, Heritage Wealth Management Inc. acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the second quarter worth $2,097,000. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

NYSEARCA AGG opened at $96.92 on Friday. The company has a 50-day moving average price of $97.64 and a two-hundred day moving average price of $98.90. 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 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.