Segment Wealth Management LLC Has $322,000 Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Segment Wealth Management LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 26.5% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 3,328 shares of the company’s stock after acquiring an additional 698 shares during the quarter. Segment Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $322,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in the business. Ironwood Wealth Management LLC. increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 5.2% during the second quarter. Ironwood Wealth Management LLC. now owns 53,307 shares of the company’s stock worth $5,174,000 after purchasing an additional 2,624 shares during the period. XTX Topco Ltd bought a new position in iShares Core U.S. Aggregate Bond ETF during the 2nd quarter worth $579,000. Evergreen Capital Management LLC increased its position in iShares Core U.S. Aggregate Bond ETF by 0.6% during the 2nd quarter. Evergreen Capital Management LLC now owns 16,518 shares of the company’s stock worth $1,603,000 after buying an additional 105 shares during the period. Providence Capital Advisors LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 3.4% in the second quarter. Providence Capital Advisors LLC now owns 10,917 shares of the company’s stock valued at $1,060,000 after acquiring an additional 356 shares during the period. Finally, Mill Creek Capital Advisors LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 5.4% in the second quarter. Mill Creek Capital Advisors LLC now owns 1,074,314 shares of the company’s stock valued at $104,284,000 after acquiring an additional 54,733 shares in the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

NYSEARCA AGG opened at $97.24 on Wednesday. The firm has a 50-day moving average price of $97.55 and a two-hundred day moving average price of $98.92. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $94.85 and a 12-month 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.