Abound Wealth Management Grows Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Abound Wealth Management grew its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 7.6% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 365,499 shares of the company’s stock after acquiring an additional 25,670 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for about 11.4% of Abound Wealth Management’s investment portfolio, making the stock its 2nd largest holding. Abound Wealth Management’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $35,417,000 at the end of the most recent quarter.

Other hedge funds have also recently bought and sold shares of the company. Oliver Lagore Vanvalin Investment Group raised its position in iShares Core U.S. Aggregate Bond ETF by 162.9% in the 2nd quarter. Oliver Lagore Vanvalin Investment Group now owns 255 shares of the company’s stock valued at $25,000 after buying an additional 158 shares during the last quarter. Kozak & Associates Inc. acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at approximately $26,000. ST Germain D J Co. Inc. lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 1,020.0% in the third quarter. ST Germain D J Co. Inc. now owns 280 shares of the company’s stock worth $28,000 after purchasing an additional 255 shares in the last quarter. Wagner Wealth Management LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 30,500.0% in the third quarter. Wagner Wealth Management LLC now owns 306 shares of the company’s stock worth $31,000 after purchasing an additional 305 shares in the last quarter. Finally, Kimelman & Baird LLC bought a new position in iShares Core U.S. Aggregate Bond ETF in the second quarter valued at $36,000. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA:AGG traded down $0.11 during midday trading on Monday, reaching $95.83. The company had a trading volume of 6,167,664 shares, compared to its average volume of 7,474,508. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $94.85 and a 1-year high of $102.04. The business’s 50 day moving average price is $97.75 and its 200 day moving average price is $98.94.

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.