Fullcircle Wealth LLC Grows Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Fullcircle Wealth LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 127.0% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 5,159 shares of the company’s stock after buying an additional 2,886 shares during the period. Fullcircle Wealth LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $502,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also 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 worth about $25,000. Newbridge Financial Services Group Inc. purchased a new stake in iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at $33,000. Bank of Jackson Hole Trust bought a new stake in iShares Core U.S. Aggregate Bond ETF in the fourth quarter worth $35,000. Stonebridge Financial Group LLC purchased a new position in iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth $43,000. Finally, Bank of New Hampshire increased its position in iShares Core U.S. Aggregate Bond ETF by 71.7% during the fourth 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 last quarter. 83.63% of the stock is owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.2 %

iShares Core U.S. Aggregate Bond ETF stock opened at $98.17 on Thursday. The firm has a market capitalization of $122.71 billion, a PE ratio of 124.85 and a beta of 0.24. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $95.63 and a 12-month high of $102.04. The firm has a 50-day moving average price of $98.32 and a 200-day moving average price of $97.93.

About iShares Core U.S. Aggregate Bond ETF

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.