Sweet Financial Partners LLC Invests $228,000 in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Sweet Financial Partners LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 2,247 shares of the company’s stock, valued at approximately $228,000.

Several other hedge funds have also modified their holdings of AGG. TruWealth Advisors LLC raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 12.7% during the third quarter. TruWealth Advisors LLC now owns 77,242 shares of the company’s stock valued at $7,822,000 after purchasing an additional 8,682 shares during the period. Cultivar Capital Inc. grew its holdings in iShares Core U.S. Aggregate Bond ETF by 3.8% during the 3rd quarter. Cultivar Capital Inc. now owns 217,218 shares of the company’s stock valued at $21,998,000 after purchasing an additional 7,897 shares in the last quarter. Greenup Street Wealth Management LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF by 2.8% during the 3rd quarter. Greenup Street Wealth Management LLC now owns 169,436 shares of the company’s stock valued at $17,159,000 after purchasing an additional 4,579 shares in the last quarter. Global Retirement Partners LLC increased its stake in iShares Core U.S. Aggregate Bond ETF by 8.9% during the 3rd quarter. Global Retirement Partners LLC now owns 407,842 shares of the company’s stock worth $41,302,000 after buying an additional 33,480 shares during the period. Finally, Good Life Advisors LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 80.4% in the 3rd quarter. Good Life Advisors LLC now owns 49,180 shares of the company’s stock worth $4,981,000 after buying an additional 21,919 shares in the last quarter. 83.63% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $99.45 on Friday. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $91.58 and a 1-year high of $102.04. The business has a 50-day moving average of $100.65 and a 200-day moving average of $98.32.

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.