Juncture Wealth Strategies LLC Raises Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Juncture Wealth Strategies LLC lifted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGGFree Report) by 12.1% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 73,763 shares of the company’s stock after acquiring an additional 7,951 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up approximately 2.7% of Juncture Wealth Strategies LLC’s portfolio, making the stock its 7th largest position. Juncture Wealth Strategies LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $7,148,000 at the end of the most recent reporting period.

A number of other large investors also recently made changes to their positions in the company. Oliver Lagore Vanvalin Investment Group raised 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 purchasing an additional 158 shares during the period. Kozak & Associates Inc. purchased a new stake in iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth about $26,000. ST Germain D J Co. Inc. boosted its stake in 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 acquiring an additional 255 shares during the last quarter. Wagner Wealth Management LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF by 30,500.0% in the third quarter. Wagner Wealth Management LLC now owns 306 shares of the company’s stock valued at $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 during the 2nd quarter valued at approximately $36,000. 83.63% of the stock is owned by institutional investors.

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

NYSEARCA:AGG opened at $97.01 on Friday. The firm’s 50 day moving average is $97.50 and its 200 day moving average is $98.88. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $94.85 and a 12 month high of $102.04.

iShares Core U.S. Aggregate Bond ETF Company Profile

(Free Report)

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.

See Also

Institutional Ownership by Quarter for iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

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