Trivant Custom Portfolio Group LLC grew its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 776.0% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,130 shares of the company’s stock after purchasing an additional 1,001 shares during the period. Trivant Custom Portfolio Group LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $109,000 at the end of the most recent quarter.
A number of other hedge funds and other institutional investors also recently made changes to their positions in the company. Oliver Lagore Vanvalin Investment Group increased its position 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. acquired a new position in iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at $26,000. ST Germain D J Co. Inc. raised its holdings 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 worth $28,000 after acquiring an additional 255 shares during the period. 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 acquiring an additional 305 shares during the last quarter. Finally, Kimelman & Baird LLC bought a new position in shares of iShares Core U.S. Aggregate Bond ETF in the second quarter worth about $36,000. 83.63% of the stock is owned by hedge funds and other institutional investors.
iShares Core U.S. Aggregate Bond ETF Price Performance
AGG opened at $96.92 on Friday. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $94.85 and a 12-month high of $102.04. The stock’s 50 day moving average price is $97.61 and its two-hundred day moving average price is $98.89.
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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