Colton Groome Financial Advisors LLC Has $17.86 Million Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Colton Groome Financial Advisors LLC decreased its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 2.1% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 184,263 shares of the company’s stock after selling 3,868 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for approximately 6.8% of Colton Groome Financial Advisors LLC’s holdings, making the stock its 3rd largest position. Colton Groome Financial Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $17,855,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also bought and sold shares of the stock. Kozak & Associates Inc. acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth about $26,000. ST Germain D J Co. Inc. raised its stake in iShares Core U.S. Aggregate Bond ETF by 1,020.0% in the third quarter. ST Germain D J Co. Inc. now owns 280 shares of the company’s stock valued at $28,000 after buying an additional 255 shares during the period. Wagner Wealth Management LLC lifted 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 buying an additional 305 shares during the last quarter. Kimelman & Baird LLC bought a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 2nd quarter worth approximately $36,000. Finally, Bank of New Hampshire raised its stake in iShares Core U.S. Aggregate Bond ETF by 71.7% in the 4th quarter. Bank of New Hampshire now owns 455 shares of the company’s stock valued at $44,000 after acquiring an additional 190 shares during the period. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Down 0.2 %

AGG stock opened at $97.28 on Thursday. iShares Core U.S. Aggregate Bond ETF has a one year low of $94.85 and a one year high of $102.04. The company has a fifty day moving average price of $97.49 and a two-hundred day moving average price 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.