iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Holdings Boosted by Corepath Wealth Partners LLC

Corepath Wealth Partners LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 6.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 122,436 shares of the company’s stock after acquiring an additional 7,430 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises about 11.4% of Corepath Wealth Partners LLC’s portfolio, making the stock its 2nd largest holding. Corepath Wealth Partners LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $11,739,000 as of its most recent filing with the SEC.

Several other institutional investors also recently bought and sold shares of AGG. Oliver Lagore Vanvalin Investment Group raised its holdings in iShares Core U.S. Aggregate Bond ETF by 162.9% during 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 period. Kozak & Associates Inc. bought a new position in iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at $26,000. ST Germain D J Co. Inc. raised its stake 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 valued at $28,000 after acquiring an additional 255 shares during the period. Wagner Wealth Management LLC lifted 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 acquiring an additional 305 shares during the last quarter. Finally, Kimelman & Baird LLC purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 2nd quarter worth about $36,000. 83.63% of the stock is owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.3 %

Shares of NYSEARCA:AGG opened at $97.24 on Wednesday. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $94.85 and a 12 month high of $102.04. The firm’s 50-day moving average is $97.55 and its 200 day moving average is $98.92.

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.