Octavia Wealth Advisors LLC Has $21.94 Million Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Octavia Wealth Advisors LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 6.3% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 226,441 shares of the company’s stock after buying an additional 13,407 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up about 2.7% of Octavia Wealth Advisors LLC’s investment portfolio, making the stock its 10th largest position. Octavia Wealth Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $21,942,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also made changes to their positions in the company. Wagner Wealth Management LLC boosted its position 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 during the last quarter. Drucker Wealth 3.0 LLC boosted its position in iShares Core U.S. Aggregate Bond ETF by 6.3% during the 3rd quarter. Drucker Wealth 3.0 LLC now owns 5,724 shares of the company’s stock worth $580,000 after acquiring an additional 340 shares during the last quarter. World Investment Advisors LLC grew its position in iShares Core U.S. Aggregate Bond ETF by 1,845.5% in the third quarter. World Investment Advisors LLC now owns 320,965 shares of the company’s stock valued at $32,037,000 after purchasing an additional 304,467 shares in the last quarter. Heritage Wealth Management Inc. acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the second quarter valued at about $2,097,000. Finally, High Net Worth Advisory Group LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 10.6% during the 3rd quarter. High Net Worth Advisory Group LLC now owns 135,381 shares of the company’s stock worth $13,710,000 after purchasing an additional 12,947 shares during the last quarter. Institutional investors own 83.63% of the company’s stock.

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

Shares of AGG stock opened at $97.24 on Wednesday. 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 moving average is $97.55 and its 200-day moving average is $98.92.

iShares Core U.S. Aggregate Bond ETF Company 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.