Newbridge Financial Services Group Inc. Makes New Investment in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Newbridge Financial Services Group Inc. acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 340 shares of the company’s stock, valued at approximately $33,000.

Several other large investors have also recently added to or reduced their stakes in AGG. Redhawk Wealth Advisors Inc. grew its stake in iShares Core U.S. Aggregate Bond ETF by 225.3% during the third quarter. Redhawk Wealth Advisors Inc. now owns 7,254 shares of the company’s stock worth $735,000 after buying an additional 5,024 shares during the last quarter. Procyon Advisors LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.5% during the third quarter. Procyon Advisors LLC now owns 14,237 shares of the company’s stock valued at $1,442,000 after purchasing an additional 217 shares during the last quarter. Fiduciary Alliance LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the third quarter valued at approximately $253,000. Cliftonlarsonallen Wealth Advisors LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 4.1% during the third quarter. Cliftonlarsonallen Wealth Advisors LLC now owns 1,005,918 shares of the company’s stock valued at $101,869,000 after purchasing an additional 39,527 shares during the last quarter. Finally, Boomfish Wealth Group LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 354.3% during the third quarter. Boomfish Wealth Group LLC now owns 44,985 shares of the company’s stock valued at $4,556,000 after purchasing an additional 35,083 shares during the last quarter. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

AGG opened at $97.27 on Wednesday. iShares Core U.S. Aggregate Bond ETF has a one year low of $94.85 and a one year high of $102.04. The company’s 50 day simple moving average is $97.31 and its 200-day simple moving average is $98.85.

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.