iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Acquired by Unique Wealth LLC

Unique Wealth LLC boosted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 22.5% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 271,488 shares of the company’s stock after buying an additional 49,814 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for approximately 5.5% of Unique Wealth LLC’s holdings, making the stock its 4th biggest holding. Unique Wealth LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $26,307,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. Oliver Lagore Vanvalin Investment Group increased its holdings in shares of 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 worth $25,000 after acquiring an additional 158 shares during the period. Kozak & Associates Inc. acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at $26,000. ST Germain D J Co. Inc. raised its position in 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 acquiring an additional 255 shares in the last quarter. Wagner Wealth Management LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 30,500.0% in the 3rd 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 acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 2nd quarter valued at $36,000. Hedge funds and other institutional investors own 83.63% of the company’s stock.

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

AGG stock opened at $95.85 on Tuesday. The firm has a 50-day moving average of $97.71 and a two-hundred day moving average of $98.92. iShares Core U.S. Aggregate Bond ETF has a one year low of $94.85 and a one year high of $102.04.

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.