Wealthcare Capital Management LLC Acquires 839 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Wealthcare Capital Management LLC raised its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 3.5% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 24,691 shares of the company’s stock after acquiring an additional 839 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises approximately 0.2% of Wealthcare Capital Management LLC’s investment portfolio, making the stock its 22nd biggest holding. Wealthcare Capital Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $2,393,000 as of its most recent SEC filing.

Other large investors have also made changes to their positions in the company. Oliver Lagore Vanvalin Investment Group boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 162.9% during the second quarter. Oliver Lagore Vanvalin Investment Group now owns 255 shares of the company’s stock worth $25,000 after buying an additional 158 shares during the last quarter. Kozak & Associates Inc. bought a new position in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth about $26,000. ST Germain D J Co. Inc. raised its position in iShares Core U.S. Aggregate Bond ETF by 1,020.0% in the 3rd 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 stake 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 acquiring an additional 305 shares in the last quarter. Finally, Kimelman & Baird LLC acquired a new position in iShares Core U.S. Aggregate Bond ETF during the 2nd quarter worth approximately $36,000. Institutional investors and hedge funds own 83.63% of the company’s stock.

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

iShares Core U.S. Aggregate Bond ETF stock opened at $96.92 on Friday. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $94.85 and a 1-year high of $102.04. The company has a fifty day simple moving average of $97.64 and a 200 day simple moving average of $98.90.

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.