Atlantic Family Wealth LLC purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 5,049 shares of the company’s stock, valued at approximately $489,000. iShares Core U.S. Aggregate Bond ETF accounts for 0.6% of Atlantic Family Wealth LLC’s investment portfolio, making the stock its 17th biggest position.
Other large investors also recently bought and sold shares of the company. Professional Financial Advisors LLC increased its holdings in 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 worth $64,413,000 after purchasing an additional 8,242 shares during the period. Fairvoy Private Wealth LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth about $12,479,000. Kingsview Wealth Management LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF by 35.9% during the 4th 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 period. Drucker Wealth 3.0 LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF by 6.3% during 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 increased its holdings 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 worth $32,037,000 after purchasing an additional 304,467 shares during the period. Hedge funds and other institutional investors own 83.63% of the company’s stock.
iShares Core U.S. Aggregate Bond ETF Stock Up 0.4 %
NYSEARCA:AGG opened at $98.02 on Friday. The stock has a 50-day simple moving average of $97.08 and a 200-day simple moving average of $98.75. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $94.85 and a 1 year high of $102.04.
About iShares Core U.S. Aggregate Bond ETF
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.
Further Reading
- Five stocks we like better than iShares Core U.S. Aggregate Bond ETF
- Most active stocks: Dollar volume vs share volume
- These 5 Energy Stocks Hedge Inflation With Growth Potential
- Differences Between Momentum Investing and Long Term Investing
- Unity Stock: Is a True Turnaround Finally Taking Shape?
- How to Buy Cheap Stocks Step by Step
- DuPont’s Electronics Spinoff: The Start of Something Big
Want to see what other hedge funds are holding AGG? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report).
Receive News & Ratings for iShares Core U.S. Aggregate Bond ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Core U.S. Aggregate Bond ETF and related companies with MarketBeat.com's FREE daily email newsletter.
