TSA Wealth Managment LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 4.7% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 15,821 shares of the company’s stock after acquiring an additional 713 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up approximately 0.6% of TSA Wealth Managment LLC’s holdings, making the stock its 26th biggest holding. TSA Wealth Managment LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,602,000 at the end of the most recent reporting period.
Several other institutional investors and hedge funds have also recently made changes to their positions in AGG. Oliver Lagore Vanvalin Investment Group increased its holdings 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 valued at $25,000 after purchasing an additional 158 shares in the last quarter. Lynx Investment Advisory acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the second quarter valued at about $28,000. ST Germain D J Co. Inc. boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 1,020.0% during the 3rd quarter. ST Germain D J Co. Inc. now owns 280 shares of the company’s stock valued at $28,000 after acquiring an additional 255 shares during the period. Wagner Wealth Management LLC raised its position in iShares Core U.S. Aggregate Bond ETF by 30,500.0% in the 3rd 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, LRI Investments LLC purchased a new position in iShares Core U.S. Aggregate Bond ETF in the first quarter valued at $33,000. 83.63% of the stock is currently owned by institutional investors.
iShares Core U.S. Aggregate Bond ETF Stock Performance
NYSEARCA:AGG opened at $97.66 on Friday. The stock’s 50 day moving average price is $99.77 and its 200 day moving average price is $98.66. 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.
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