Vestia Personal Wealth Advisors Increases Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Vestia Personal Wealth Advisors raised its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 5.1% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 2,493 shares of the company’s stock after acquiring an additional 121 shares during the period. Vestia Personal Wealth Advisors’ holdings in iShares Core U.S. Aggregate Bond ETF were worth $242,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also recently made changes to their positions in AGG. Kozak & Associates Inc. purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at about $26,000. ST Germain D J Co. Inc. grew its holdings in iShares Core U.S. Aggregate Bond ETF by 1,020.0% during the 3rd 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 holdings in 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 buying an additional 305 shares during the period. Bank of New Hampshire raised its stake in iShares Core U.S. Aggregate Bond ETF by 71.7% in the fourth quarter. Bank of New Hampshire now owns 455 shares of the company’s stock worth $44,000 after buying an additional 190 shares in the last quarter. Finally, Concord Wealth Partners raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 110.3% in the 3rd quarter. Concord Wealth Partners now owns 511 shares of the company’s stock worth $52,000 after acquiring an additional 268 shares in the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

NYSEARCA:AGG opened at $97.35 on Wednesday. The company’s 50-day simple moving average is $97.42 and its 200-day simple moving average is $98.86. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $94.85 and a fifty-two 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.