Annex Advisory Services LLC Increases Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Annex Advisory Services LLC lifted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 26.1% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 10,603 shares of the company’s stock after purchasing an additional 2,196 shares during the quarter. Annex Advisory Services LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,027,000 as of its most recent SEC filing.

Other institutional investors have also recently modified their holdings of the company. Client 1ST Advisory Group LLC purchased a new position in iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at approximately $690,000. Brady Martz Wealth Solutions LLC purchased a new position in iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at approximately $238,000. Ballast Inc. raised its position in iShares Core U.S. Aggregate Bond ETF by 4.2% during the fourth quarter. Ballast Inc. now owns 17,908 shares of the company’s stock valued at $1,735,000 after acquiring an additional 719 shares in the last quarter. Bernardo Wealth Planning LLC raised its position in iShares Core U.S. Aggregate Bond ETF by 9.9% during the fourth quarter. Bernardo Wealth Planning LLC now owns 5,494 shares of the company’s stock valued at $527,000 after acquiring an additional 495 shares in the last quarter. Finally, Arbor Trust Wealth Advisors LLC raised its position in iShares Core U.S. Aggregate Bond ETF by 28.3% during the fourth quarter. Arbor Trust Wealth Advisors LLC now owns 51,151 shares of the company’s stock valued at $4,957,000 after acquiring an additional 11,282 shares in the last quarter. 83.63% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of AGG stock opened at $96.92 on Tuesday. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $94.85 and a twelve month high of $102.04. The stock has a 50 day moving average of $97.58 and a 200 day moving average of $98.92.

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.