Intergy Private Wealth LLC Purchases 6,090 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Intergy Private Wealth LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 21.4% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 34,514 shares of the company’s stock after purchasing an additional 6,090 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for approximately 1.2% of Intergy Private Wealth LLC’s portfolio, making the stock its 18th largest position. Intergy Private Wealth LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $3,344,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. Professional Financial Advisors LLC grew its stake in iShares Core U.S. Aggregate Bond ETF by 1.3% in the fourth quarter. Professional Financial Advisors LLC now owns 664,736 shares of the company’s stock worth $64,413,000 after purchasing an additional 8,242 shares during the period. Wagner Wealth Management LLC grew 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 buying an additional 305 shares during the period. Drucker Wealth 3.0 LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 6.3% in 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 in the last quarter. World Investment Advisors LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1,845.5% in the 3rd quarter. World Investment Advisors LLC now owns 320,965 shares of the company’s stock worth $32,037,000 after acquiring an additional 304,467 shares in the last quarter. Finally, High Net Worth Advisory Group LLC lifted its position in 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 valued at $13,710,000 after acquiring an additional 12,947 shares during the period. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of AGG opened at $97.60 on Friday. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $94.85 and a fifty-two week high of $102.04. The firm’s 50-day simple moving average is $97.48 and its two-hundred day simple moving average is $98.88.

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.