Northeast Financial Group Inc. Lowers Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Northeast Financial Group Inc. decreased its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 17.1% in the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 45,949 shares of the company’s stock after selling 9,484 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for about 1.7% of Northeast Financial Group Inc.’s investment portfolio, making the stock its 16th biggest position. Northeast Financial Group Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $4,653,000 at the end of the most recent reporting period.

A number of other large investors have also recently modified their holdings of the company. Raymond James & Associates boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 3.5% in the third quarter. Raymond James & Associates now owns 71,065,150 shares of the company’s stock valued at $7,196,768,000 after purchasing an additional 2,376,267 shares during the period. Envestnet Asset Management Inc. boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 11.8% in the second quarter. Envestnet Asset Management Inc. now owns 44,077,554 shares of the company’s stock valued at $4,278,608,000 after purchasing an additional 4,641,016 shares during the period. US Bancorp DE lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 11.1% during the third quarter. US Bancorp DE now owns 37,260,740 shares of the company’s stock worth $3,697,061,000 after buying an additional 3,717,053 shares during the period. Mercer Global Advisors Inc. ADV lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 9.7% during the second quarter. Mercer Global Advisors Inc. ADV now owns 19,344,478 shares of the company’s stock worth $1,857,893,000 after buying an additional 1,704,132 shares during the period. Finally, Creative Planning lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 2.5% during the second quarter. Creative Planning now owns 12,959,116 shares of the company’s stock worth $1,257,941,000 after buying an additional 318,944 shares during the period. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

iShares Core U.S. Aggregate Bond ETF stock opened at $97.66 on Friday. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $94.85 and a twelve month high of $102.04. The business has a fifty day moving average of $99.77 and a two-hundred day moving average of $98.66.

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.