HB Wealth Management LLC Has $7.24 Million Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

HB Wealth Management LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 54.5% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 74,741 shares of the company’s stock after acquiring an additional 26,354 shares during the period. HB Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $7,242,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Oliver Lagore Vanvalin Investment Group increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 162.9% in the second quarter. Oliver Lagore Vanvalin Investment Group now owns 255 shares of the company’s stock worth $25,000 after purchasing an additional 158 shares during the period. Kozak & Associates Inc. bought a new position in iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at about $26,000. ST Germain D J Co. Inc. raised its position in shares of 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 in the last quarter. Wagner Wealth Management LLC lifted its holdings in shares of 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 period. Finally, Kimelman & Baird LLC acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 2nd quarter valued at approximately $36,000. 83.63% of the stock is owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Stock Performance

AGG stock opened at $96.92 on Friday. The company has a 50 day simple moving average of $97.58 and a 200 day simple moving average of $98.89. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $94.85 and a 1 year 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.