Heritage Family Offices LLP Raises Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Heritage Family Offices LLP lifted its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 2.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 68,711 shares of the company’s stock after buying an additional 1,474 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises about 3.3% of Heritage Family Offices LLP’s investment portfolio, making the stock its 6th largest holding. Heritage Family Offices LLP’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $6,658,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of AGG. Oliver Lagore Vanvalin Investment Group grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 162.9% during the 2nd quarter. Oliver Lagore Vanvalin Investment Group now owns 255 shares of the company’s stock worth $25,000 after acquiring 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 worth $26,000. ST Germain D J Co. Inc. boosted its holdings 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 worth $28,000 after purchasing an additional 255 shares during the last quarter. Wagner Wealth Management LLC grew its position in iShares Core U.S. Aggregate Bond ETF by 30,500.0% in the third quarter. Wagner Wealth Management LLC now owns 306 shares of the company’s stock valued at $31,000 after purchasing an additional 305 shares in the last quarter. Finally, Kimelman & Baird LLC acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the 2nd quarter valued at $36,000. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

iShares Core U.S. Aggregate Bond ETF stock opened at $96.71 on Thursday. The firm has a 50-day moving average of $97.66 and a 200-day moving average of $98.92. iShares Core U.S. Aggregate Bond ETF has a one year low of $94.85 and a one year 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.