iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) is Sandy Cove Advisors LLC’s 4th Largest Position

Sandy Cove Advisors LLC raised its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 2.5% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 145,775 shares of the company’s stock after purchasing an additional 3,513 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for approximately 5.5% of Sandy Cove Advisors LLC’s investment portfolio, making the stock its 4th largest holding. Sandy Cove Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $14,126,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Oliver Lagore Vanvalin Investment Group boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 162.9% during the 2nd quarter. Oliver Lagore Vanvalin Investment Group now owns 255 shares of the company’s stock worth $25,000 after acquiring an additional 158 shares in the last quarter. Kozak & Associates Inc. purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at approximately $26,000. ST Germain D J Co. Inc. increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 1,020.0% in the third 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 position 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 valued at $31,000 after buying an additional 305 shares in the last quarter. Finally, Kimelman & Baird LLC acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the 2nd quarter valued at $36,000. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

NYSEARCA AGG 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 stock’s 50 day simple moving average is $97.58 and its 200-day simple moving average 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.