Kingswood Wealth Advisors LLC Purchases 6,653 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Kingswood Wealth Advisors LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 12.5% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 59,934 shares of the company’s stock after acquiring an additional 6,653 shares during the quarter. Kingswood Wealth Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $5,808,000 at the end of the most recent quarter.

Other large investors also recently added to or reduced their stakes in the company. Oliver Lagore Vanvalin Investment Group increased its stake in shares of 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. bought a new stake in iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at $26,000. ST Germain D J Co. Inc. lifted its position in shares of 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 grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 30,500.0% in 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 bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 2nd quarter valued at $36,000. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA AGG opened at $97.01 on Monday. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $94.85 and a 52 week high of $102.04. The business has a 50-day simple moving average of $97.50 and a two-hundred day simple moving average of $98.89.

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.