iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Purchased by KMG Fiduciary Partners LLC

KMG Fiduciary Partners LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 18.4% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 76,259 shares of the company’s stock after purchasing an additional 11,876 shares during the period. KMG Fiduciary Partners LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $7,389,000 as of its most recent SEC filing.

Several other institutional investors have also recently modified their holdings of the stock. Oliver Lagore Vanvalin Investment Group grew its stake 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 worth $25,000 after acquiring an additional 158 shares during the period. Kozak & Associates Inc. purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at $26,000. ST Germain D J Co. Inc. grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1,020.0% during the 3rd quarter. ST Germain D J Co. Inc. now owns 280 shares of the company’s stock valued at $28,000 after buying an additional 255 shares during the period. Wagner Wealth Management LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 30,500.0% during the 3rd quarter. Wagner Wealth Management LLC now owns 306 shares of the company’s stock valued at $31,000 after buying an additional 305 shares during the period. Finally, Kimelman & Baird LLC purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 2nd 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 opened at $96.92 on Friday. 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 has a fifty day moving average of $97.64 and a 200-day moving average of $98.90.

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.