Heritage Wealth Management Inc. CA Has $1.68 Million Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Heritage Wealth Management Inc. CA lowered its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 5.9% in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 17,294 shares of the company’s stock after selling 1,091 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises 1.2% of Heritage Wealth Management Inc. CA’s portfolio, making the stock its 16th largest holding. Heritage Wealth Management Inc. CA’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,679,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Bank Hapoalim BM raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.2% in the 2nd quarter. Bank Hapoalim BM now owns 8,782 shares of the company’s stock valued at $852,000 after purchasing an additional 106 shares during the period. CGN Advisors LLC raised its position in iShares Core U.S. Aggregate Bond ETF by 0.4% in the 1st quarter. CGN Advisors LLC now owns 25,898 shares of the company’s stock valued at $2,536,000 after buying an additional 107 shares during the last quarter. Ruedi Wealth Management Inc. lifted its stake in iShares Core U.S. Aggregate Bond ETF by 44.8% in the 1st quarter. Ruedi Wealth Management Inc. now owns 346 shares of the company’s stock valued at $34,000 after acquiring an additional 107 shares in the last quarter. Cambridge Advisors Inc. boosted its position in iShares Core U.S. Aggregate Bond ETF by 1.7% during the 2nd quarter. Cambridge Advisors Inc. now owns 6,458 shares of the company’s stock worth $627,000 after acquiring an additional 108 shares during the last quarter. Finally, Vestor Capital LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 23.1% during the 4th quarter. Vestor Capital LLC now owns 613 shares of the company’s stock worth $61,000 after acquiring an additional 115 shares in the last quarter. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA AGG traded up $0.46 during midday trading on Friday, reaching $100.77. The company’s stock had a trading volume of 6,179,548 shares, compared to its average volume of 8,045,851. The stock has a 50 day simple moving average of $98.56 and a 200-day simple moving average of $97.43. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $91.58 and a fifty-two week high of $100.90.

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.