Tobias Financial Advisors Inc. Boosts Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Tobias Financial Advisors Inc. raised its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 0.5% during the 3rd quarter, Holdings Channel reports. The fund owned 48,455 shares of the company’s stock after purchasing an additional 258 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up approximately 1.0% of Tobias Financial Advisors Inc.’s investment portfolio, making the stock its 22nd biggest position. Tobias Financial Advisors Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $4,907,000 at the end of the most recent quarter.

A number of other hedge funds also recently bought and sold shares of the business. Vawter Financial Ltd. grew its stake in iShares Core U.S. Aggregate Bond ETF by 0.9% in the 2nd quarter. Vawter Financial Ltd. now owns 11,001 shares of the company’s stock valued at $1,068,000 after acquiring an additional 100 shares during the last quarter. Evergreen Capital Management LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF by 0.6% in the 2nd quarter. Evergreen Capital Management LLC now owns 16,518 shares of the company’s stock valued at $1,603,000 after buying an additional 105 shares during the period. Bank Hapoalim BM increased its position in iShares Core U.S. Aggregate Bond ETF by 1.2% during the second quarter. Bank Hapoalim BM now owns 8,782 shares of the company’s stock worth $852,000 after purchasing an additional 106 shares during the last quarter. Ruedi Wealth Management Inc. raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 44.8% in the 1st quarter. Ruedi Wealth Management Inc. now owns 346 shares of the company’s stock worth $34,000 after buying an additional 107 shares during the period. Finally, Cambridge Advisors Inc. lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.7% in the 2nd quarter. Cambridge Advisors Inc. now owns 6,458 shares of the company’s stock valued at $627,000 after purchasing an additional 108 shares in the last quarter. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.2 %

Shares of NYSEARCA AGG opened at $98.36 on Wednesday. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $93.53 and a 12-month high of $102.04. The stock has a fifty day moving average price of $100.20 and a 200 day moving average price of $98.57.

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.