BCS Wealth Management acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 58,959 shares of the company’s stock, valued at approximately $5,713,000. iShares Core U.S. Aggregate Bond ETF comprises 1.4% of BCS Wealth Management’s investment portfolio, making the stock its 15th largest holding.
A number of other institutional investors and hedge funds also recently modified their holdings of AGG. AdvisorNet Financial Inc boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 28.0% during the 4th quarter. AdvisorNet Financial Inc now owns 262,108 shares of the company’s stock worth $25,398,000 after buying an additional 57,365 shares during the period. Granite Bay Wealth Management LLC acquired a new position in iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at $2,368,000. First Financial Corp IN bought a new position in iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth $184,000. PFW Advisors LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at about $6,503,000. Finally, Atmos Advisory LLC acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at about $530,000. 83.63% of the stock is owned by institutional investors.
iShares Core U.S. Aggregate Bond ETF Stock Down 0.1 %
NYSEARCA:AGG opened at $95.85 on Tuesday. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $94.85 and a 52 week high of $102.04. The firm’s 50-day simple moving average is $97.71 and its 200 day simple moving average is $98.92.
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.
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