Synergy Asset Management LLC Purchases 68,351 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Synergy Asset Management LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 335.5% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 88,725 shares of the company’s stock after purchasing an additional 68,351 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises 1.3% of Synergy Asset Management LLC’s investment portfolio, making the stock its 21st biggest holding. Synergy Asset Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $8,613,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds also recently made changes to their positions in AGG. Brio Consultants LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at about $218,000. Retirement Systems of Alabama grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 4.5% during the 4th quarter. Retirement Systems of Alabama now owns 21,791 shares of the company’s stock valued at $2,163,000 after acquiring an additional 931 shares during the period. Vantage Financial Partners LLC grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 9.2% during the 4th quarter. Vantage Financial Partners LLC now owns 335,320 shares of the company’s stock valued at $33,281,000 after acquiring an additional 28,241 shares during the period. Aveo Capital Partners LLC grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 26.5% during the 4th quarter. Aveo Capital Partners LLC now owns 91,766 shares of the company’s stock valued at $9,108,000 after acquiring an additional 19,222 shares during the period. Finally, 9258 Wealth Management LLC grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 4.3% during the 4th quarter. 9258 Wealth Management LLC now owns 153,369 shares of the company’s stock valued at $15,222,000 after acquiring an additional 6,379 shares during the period. Institutional investors own 83.63% of the company’s stock.

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

Shares of iShares Core U.S. Aggregate Bond ETF stock traded down $0.06 on Friday, reaching $101.00. 927,513 shares of the company traded hands, compared to its average volume of 8,008,053. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $91.58 and a 52 week high of $101.18. The company has a 50 day moving average of $99.08 and a 200 day moving average of $97.63.

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.