iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Purchased by Cornerstone Wealth Group LLC

Cornerstone Wealth Group LLC grew its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 6.6% during the 4th quarter, Holdings Channel reports. The firm owned 688,175 shares of the company’s stock after purchasing an additional 42,442 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up about 5.4% of Cornerstone Wealth Group LLC’s investment portfolio, making the stock its 3rd biggest position. Cornerstone Wealth Group LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $66,684,000 as of its most recent filing with the SEC.

Other large investors have also made changes to their positions in the company. Oliver Lagore Vanvalin Investment Group increased its holdings in 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 valued at $25,000 after purchasing an additional 158 shares in the last quarter. Kozak & Associates Inc. acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at $26,000. ST Germain D J Co. Inc. raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1,020.0% in the third quarter. ST Germain D J Co. Inc. now owns 280 shares of the company’s stock valued at $28,000 after buying an additional 255 shares during the last quarter. Wagner Wealth Management LLC lifted its position in iShares Core U.S. Aggregate Bond ETF by 30,500.0% during the 3rd quarter. Wagner Wealth Management LLC now owns 306 shares of the company’s stock worth $31,000 after buying an additional 305 shares in the last quarter. Finally, Kimelman & Baird LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF during the 2nd quarter worth about $36,000. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

AGG opened at $97.01 on Monday. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $94.85 and a 1-year high of $102.04. The firm has a 50-day moving average price of $97.50 and a two-hundred day moving average price of $98.89.

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.