Financial & Tax Architects LLC Acquires 4,479 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Financial & Tax Architects LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 2.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 164,212 shares of the company’s stock after acquiring an additional 4,479 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up about 4.1% of Financial & Tax Architects LLC’s portfolio, making the stock its 5th largest holding. Financial & Tax Architects LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $15,912,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Raymond James & Associates lifted its stake in iShares Core U.S. Aggregate Bond ETF by 3.5% in the 3rd quarter. Raymond James & Associates now owns 71,065,150 shares of the company’s stock valued at $7,196,768,000 after purchasing an additional 2,376,267 shares during the last quarter. US Bancorp DE lifted its stake in iShares Core U.S. Aggregate Bond ETF by 11.1% in the 3rd quarter. US Bancorp DE now owns 37,260,740 shares of the company’s stock valued at $3,697,061,000 after purchasing an additional 3,717,053 shares during the last quarter. Wealth Enhancement Advisory Services LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF by 1.8% in the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 13,048,808 shares of the company’s stock valued at $1,321,453,000 after purchasing an additional 230,711 shares during the last quarter. Creative Planning lifted its stake in iShares Core U.S. Aggregate Bond ETF by 2.5% in the 2nd quarter. Creative Planning now owns 12,959,116 shares of the company’s stock valued at $1,257,941,000 after purchasing an additional 318,944 shares during the last quarter. Finally, First Citizens Bank & Trust Co. lifted its stake in iShares Core U.S. Aggregate Bond ETF by 8.6% in the 3rd quarter. First Citizens Bank & Trust Co. now owns 10,322,474 shares of the company’s stock valued at $1,045,357,000 after purchasing an additional 820,373 shares during the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

NYSEARCA:AGG remained flat at $96.92 on Friday. 5,360,233 shares of the company traded hands, compared to its average volume of 7,649,870. The company’s 50 day moving average price is $97.61 and its 200 day moving average price is $98.89. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $94.85 and a fifty-two week 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.