Arete Wealth Advisors LLC Increases Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Arete Wealth Advisors LLC boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 48.8% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 89,559 shares of the company’s stock after purchasing an additional 29,358 shares during the quarter. Arete Wealth Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $8,682,000 at the end of the most recent quarter.

Other institutional investors also recently made changes to their positions in the company. Braun Bostich & Associates Inc. grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 4.5% in the 4th quarter. Braun Bostich & Associates Inc. now owns 2,533 shares of the company’s stock worth $245,000 after acquiring an additional 109 shares in the last quarter. Vestia Personal Wealth Advisors lifted its stake in iShares Core U.S. Aggregate Bond ETF by 5.1% in the fourth quarter. Vestia Personal Wealth Advisors now owns 2,493 shares of the company’s stock valued at $242,000 after buying an additional 121 shares during the last quarter. Mount Yale Investment Advisors LLC boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1.5% during the fourth quarter. Mount Yale Investment Advisors LLC now owns 8,246 shares of the company’s stock valued at $799,000 after acquiring an additional 122 shares during the period. Cadent Capital Advisors LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 6.0% in the 4th quarter. Cadent Capital Advisors LLC now owns 2,172 shares of the company’s stock worth $210,000 after acquiring an additional 123 shares during the period. Finally, Summit Financial Strategies Inc. boosted its stake in iShares Core U.S. Aggregate Bond ETF by 2.0% during the 4th quarter. Summit Financial Strategies Inc. now owns 6,185 shares of the company’s stock valued at $599,000 after purchasing an additional 123 shares during the period. 83.63% of the stock is owned by institutional investors and hedge funds.

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

NYSEARCA AGG opened at $98.85 on Thursday. The company has a 50-day moving average price of $98.11 and a two-hundred day moving average price of $98.37. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $94.85 and a 52 week high of $102.04. The stock has a market cap of $125.54 billion, a price-to-earnings ratio of 126.17 and a beta of 0.24.

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.