Steele Capital Management Inc. Buys 3,740 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Steele Capital Management Inc. boosted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 0.5% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 798,833 shares of the company’s stock after purchasing an additional 3,740 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up approximately 4.0% of Steele Capital Management Inc.’s investment portfolio, making the stock its 11th largest holding. Steele Capital Management Inc. owned about 0.06% of iShares Core U.S. Aggregate Bond ETF worth $77,407,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in the company. Kozak & Associates Inc. bought a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth 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% during the third quarter. ST Germain D J Co. Inc. now owns 280 shares of the company’s stock worth $28,000 after purchasing an additional 255 shares in the last quarter. Newbridge Financial Services Group Inc. acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth $33,000. Stonebridge Financial Group LLC acquired a new position in iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at about $43,000. Finally, Bank of New Hampshire increased its position in iShares Core U.S. Aggregate Bond ETF by 71.7% during the 4th quarter. Bank of New Hampshire now owns 455 shares of the company’s stock valued at $44,000 after buying an additional 190 shares in the last quarter. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.4 %

Shares of NYSEARCA:AGG opened at $97.70 on Tuesday. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $94.85 and a 1 year high of $102.04. The business’s 50-day moving average is $97.17 and its 200 day moving average is $98.82.

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.