Sonata Capital Group Inc. Buys Shares of 4,621 iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Sonata Capital Group Inc. bought a new position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor bought 4,621 shares of the company’s stock, valued at approximately $468,000.

Several other large investors have also recently bought and sold shares of AGG. Advocacy Wealth Management Services LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 292.2% during the 3rd quarter. Advocacy Wealth Management Services LLC now owns 24,680 shares of the company’s stock worth $2,499,000 after buying an additional 18,387 shares during the period. Financial Strategies Group Inc. boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 64.0% in the third quarter. Financial Strategies Group Inc. now owns 35,616 shares of the company’s stock valued at $3,541,000 after acquiring an additional 13,893 shares during the last quarter. Summit Global Investments increased its position in iShares Core U.S. Aggregate Bond ETF by 2.0% during the 3rd quarter. Summit Global Investments now owns 509,080 shares of the company’s stock valued at $51,555,000 after purchasing an additional 9,829 shares during the period. Smith Thornton Advisors LLC raised its holdings in iShares Core U.S. Aggregate Bond ETF by 5.9% during the 3rd quarter. Smith Thornton Advisors LLC now owns 30,776 shares of the company’s stock worth $3,117,000 after purchasing an additional 1,708 shares during the last quarter. Finally, Winthrop Advisory Group LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 68.2% in the 3rd quarter. Winthrop Advisory Group LLC now owns 9,430 shares of the company’s stock valued at $955,000 after purchasing an additional 3,823 shares during the last quarter. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

iShares Core U.S. Aggregate Bond ETF stock traded up $0.29 during trading hours on Friday, reaching $98.62. 1,344,205 shares of the company’s stock were exchanged, compared to its average volume of 8,011,007. The firm’s 50 day simple moving average is $100.14 and its 200 day simple moving average is $98.56. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $93.53 and a twelve month high of $102.04.

iShares Core U.S. Aggregate Bond ETF 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.