Fiduciary Group LLC Boosts Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Fiduciary Group LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 86.6% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 191,071 shares of the company’s stock after buying an additional 88,689 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up approximately 1.9% of Fiduciary Group LLC’s investment portfolio, making the stock its 12th biggest holding. Fiduciary Group LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $18,515,000 at the end of the most recent reporting period.

Several other hedge funds have also recently made changes to their positions in the company. Diversified Enterprises LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 6.6% in the fourth quarter. Diversified Enterprises LLC now owns 122,104 shares of the company’s stock valued at $11,832,000 after purchasing an additional 7,526 shares during the period. Professional Financial Advisors LLC boosted its position in iShares Core U.S. Aggregate Bond ETF by 1.3% in the fourth quarter. Professional Financial Advisors LLC now owns 664,736 shares of the company’s stock valued at $64,413,000 after buying an additional 8,242 shares during the last quarter. Fairvoy Private Wealth LLC acquired a new position in iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth approximately $12,479,000. WealthTrust Asset Management LLC raised its position in iShares Core U.S. Aggregate Bond ETF by 0.3% during the 4th quarter. WealthTrust Asset Management LLC now owns 59,467 shares of the company’s stock worth $5,762,000 after buying an additional 198 shares during the last quarter. Finally, Kingsview Wealth Management LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF by 35.9% during the 4th quarter. Kingsview Wealth Management LLC now owns 1,286,651 shares of the company’s stock valued at $124,676,000 after acquiring an additional 339,637 shares during the period. 83.63% of the stock is owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Price Performance

NYSEARCA:AGG opened at $98.80 on Thursday. The company’s fifty day moving average price is $97.70 and its 200-day moving average price is $98.55. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $94.85 and a 1-year high of $102.04. The firm has a market capitalization of $125.48 billion, a P/E ratio of 125.34 and a beta of 0.22.

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.