Black Diamond Financial LLC Boosts Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Black Diamond Financial LLC raised its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 51.7% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 340,356 shares of the company’s stock after acquiring an additional 116,005 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up 4.9% of Black Diamond Financial LLC’s portfolio, making the stock its 3rd biggest holding. Black Diamond Financial LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $32,981,000 at the end of the most recent quarter.

A number of other institutional investors also recently bought and sold shares of the company. South Dakota Investment Council raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.3% in the fourth quarter. South Dakota Investment Council now owns 2,935,485 shares of the company’s stock worth $284,448,000 after buying an additional 37,455 shares during the period. Golden Bell Financial Planning LLC bought a new position in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter worth about $6,300,000. Delta Financial Group Inc. bought a new position in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter worth about $333,000. Ascent Wealth Partners LLC raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 8.2% in the fourth quarter. Ascent Wealth Partners LLC now owns 21,307 shares of the company’s stock worth $2,065,000 after buying an additional 1,612 shares during the period. Finally, Summit Asset Management LLC raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 301.1% in the fourth quarter. Summit Asset Management LLC now owns 83,645 shares of the company’s stock worth $8,105,000 after buying an additional 62,789 shares during the period. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.4 %

NYSEARCA AGG opened at $98.02 on Monday. The stock’s 50-day moving average price is $97.08 and its 200-day moving average price is $98.74. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $94.85 and a 52 week 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.