iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Stock Holdings Raised by Catalyst Financial Partners LLC

Catalyst Financial Partners LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 2.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 189,144 shares of the company’s stock after acquiring an additional 4,299 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up approximately 3.4% of Catalyst Financial Partners LLC’s portfolio, making the stock its 6th largest position. Catalyst Financial Partners LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $18,328,000 at the end of the most recent quarter.

Other hedge funds also recently added to or reduced their stakes in the company. Professional Financial Advisors LLC boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1.3% during the 4th quarter. Professional Financial Advisors LLC now owns 664,736 shares of the company’s stock valued at $64,413,000 after acquiring an additional 8,242 shares during the last quarter. Fairvoy Private Wealth LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the fourth quarter worth approximately $12,479,000. Kingsview Wealth Management LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 35.9% in the fourth quarter. Kingsview Wealth Management LLC now owns 1,286,651 shares of the company’s stock worth $124,676,000 after purchasing an additional 339,637 shares during the last quarter. Drucker Wealth 3.0 LLC grew its position in iShares Core U.S. Aggregate Bond ETF by 6.3% in the 3rd 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 during the period. Finally, World Investment Advisors LLC raised its stake in iShares Core U.S. Aggregate Bond ETF by 1,845.5% during the 3rd quarter. World Investment Advisors LLC now owns 320,965 shares of the company’s stock valued at $32,037,000 after buying an additional 304,467 shares during 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

AGG stock opened at $97.34 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 fifty day moving average price is $97.24 and its 200-day moving average price is $98.83.

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.