iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Acquired by WBH Advisory Inc.

WBH Advisory Inc. lifted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 202.5% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 43,669 shares of the company’s stock after purchasing an additional 29,233 shares during the period. WBH Advisory Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $4,232,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in the business. Mesirow Financial Investment Management Inc. boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 0.8% during the 3rd quarter. Mesirow Financial Investment Management Inc. now owns 12,674 shares of the company’s stock worth $1,283,000 after purchasing an additional 104 shares during the last quarter. Howe & Rusling Inc. boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 2.4% in the third quarter. Howe & Rusling Inc. now owns 4,414 shares of the company’s stock worth $447,000 after acquiring an additional 105 shares during the last quarter. Braun Bostich & Associates Inc. boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 4.5% in the fourth quarter. Braun Bostich & Associates Inc. now owns 2,533 shares of the company’s stock worth $245,000 after acquiring an additional 109 shares during the last quarter. Heritage Wealth Management Inc. CA boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 0.7% in the third quarter. Heritage Wealth Management Inc. CA now owns 17,410 shares of the company’s stock worth $1,763,000 after acquiring an additional 116 shares during the last quarter. Finally, Vestia Personal Wealth Advisors boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 5.1% in the fourth quarter. Vestia Personal Wealth Advisors now owns 2,493 shares of the company’s stock worth $242,000 after acquiring an additional 121 shares during the last quarter. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

AGG opened at $97.70 on Monday. The company’s 50 day simple moving average is $97.17 and its 200 day simple moving average is $98.82. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $94.85 and a 1 year high of $102.04.

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.