Horizons Wealth Management lifted its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 3.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 12,505 shares of the company’s stock after purchasing an additional 382 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for about 0.9% of Horizons Wealth Management’s investment portfolio, making the stock its 21st biggest holding. Horizons Wealth Management’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,212,000 as of its most recent filing with the Securities and Exchange Commission.
Several other hedge funds and other institutional investors also recently modified their holdings of the stock. Oliver Lagore Vanvalin Investment Group raised its holdings in iShares Core U.S. Aggregate Bond ETF by 162.9% in the second quarter. Oliver Lagore Vanvalin Investment Group now owns 255 shares of the company’s stock worth $25,000 after purchasing an additional 158 shares in the last quarter. Kozak & Associates Inc. purchased a new position in iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at about $26,000. ST Germain D J Co. Inc. boosted its stake in iShares Core U.S. Aggregate Bond ETF by 1,020.0% during the third quarter. ST Germain D J Co. Inc. now owns 280 shares of the company’s stock worth $28,000 after acquiring an additional 255 shares in the last quarter. Wagner Wealth Management LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 30,500.0% during the third quarter. Wagner Wealth Management LLC now owns 306 shares of the company’s stock valued at $31,000 after purchasing an additional 305 shares in the last quarter. Finally, Kimelman & Baird LLC purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF during the second quarter valued at approximately $36,000. Hedge funds and other institutional investors own 83.63% of the company’s stock.
iShares Core U.S. Aggregate Bond ETF Stock Down 0.1 %
AGG opened at $96.71 on Tuesday. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $94.85 and a 1 year high of $102.04. The stock has a 50-day moving average price of $97.91 and a 200-day moving average price of $98.97.
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.
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