Heritage Wealth Management Inc. CA Boosts Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Heritage Wealth Management Inc. CA raised its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 4.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 18,252 shares of the company’s stock after acquiring an additional 842 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up about 1.3% of Heritage Wealth Management Inc. CA’s portfolio, making the stock its 22nd biggest position. Heritage Wealth Management Inc. CA’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,769,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also recently made changes to their positions in AGG. Bradley & Co. Private Wealth Management LLC purchased a new position in iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at about $25,000. Kozak & Associates Inc. bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at about $26,000. Newbridge Financial Services Group Inc. purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth approximately $33,000. Bank of Jackson Hole Trust bought a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth approximately $35,000. Finally, Stonebridge Financial Group LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at approximately $43,000. 83.63% of the stock is owned by institutional investors.

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

Shares of AGG opened at $98.36 on Tuesday. The company has a 50 day moving average of $97.85 and a two-hundred day moving average of $98.49. The company has a market cap of $124.92 billion, a price-to-earnings ratio of 125.34 and a beta of 0.22. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $94.85 and a twelve month 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.