Occidental Asset Management LLC Acquires 1,120 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Occidental Asset Management LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 4.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 25,072 shares of the company’s stock after buying an additional 1,120 shares during the period. Occidental Asset Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $2,429,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently made changes to their positions in AGG. Wagner Wealth Management LLC boosted its holdings 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 during the period. Drucker Wealth 3.0 LLC lifted its position in iShares Core U.S. Aggregate Bond ETF by 6.3% during the third quarter. Drucker Wealth 3.0 LLC now owns 5,724 shares of the company’s stock worth $580,000 after purchasing an additional 340 shares during the period. AE Wealth Management LLC raised its position in iShares Core U.S. Aggregate Bond ETF by 48.7% during the second quarter. AE Wealth Management LLC now owns 151,969 shares of the company’s stock valued at $14,752,000 after purchasing an additional 49,761 shares in the last quarter. World Investment Advisors LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF by 1,845.5% during the third quarter. World Investment Advisors LLC now owns 320,965 shares of the company’s stock worth $32,037,000 after purchasing an additional 304,467 shares during the last quarter. Finally, Heritage Wealth Management Inc. bought a new stake in iShares Core U.S. Aggregate Bond ETF during the second quarter worth $2,097,000. 83.63% of the stock is currently owned by institutional investors.

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

Shares of AGG stock opened at $96.92 on Friday. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $94.85 and a fifty-two week high of $102.04. The stock’s fifty day moving average price is $97.64 and its two-hundred day moving average price is $98.90.

About iShares Core U.S. Aggregate Bond ETF

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.