iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) is Bright Financial Advisors Inc.’s Largest Position

Bright Financial Advisors Inc. lessened its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 4.2% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 320,587 shares of the company’s stock after selling 14,068 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises about 19.5% of Bright Financial Advisors Inc.’s holdings, making the stock its biggest position. Bright Financial Advisors Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $31,065,000 as of its most recent filing with the SEC.

Other large investors have also added to or reduced their stakes in the company. Professional Financial Advisors LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF by 1.3% during the fourth quarter. Professional Financial Advisors LLC now owns 664,736 shares of the company’s stock worth $64,413,000 after buying an additional 8,242 shares during the last quarter. Wagner Wealth Management LLC increased its stake in shares of 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 worth $31,000 after purchasing an additional 305 shares in the last quarter. Drucker Wealth 3.0 LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 6.3% in the third quarter. Drucker Wealth 3.0 LLC now owns 5,724 shares of the company’s stock worth $580,000 after purchasing an additional 340 shares in the last quarter. World Investment Advisors LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1,845.5% in the third quarter. World Investment Advisors LLC now owns 320,965 shares of the company’s stock worth $32,037,000 after purchasing an additional 304,467 shares in the last quarter. Finally, High Net Worth Advisory Group LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 10.6% in the third quarter. High Net Worth Advisory Group LLC now owns 135,381 shares of the company’s stock worth $13,710,000 after purchasing an additional 12,947 shares in the last quarter. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Down 0.1 %

AGG opened at $97.77 on Friday. The firm has a 50-day moving average price of $97.38 and a 200-day moving average price of $98.85. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $94.85 and a twelve month 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.