Prudent Investors Network Inc. bought a new stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 2,971 shares of the company’s stock, valued at approximately $301,000.
A number of other large investors have also recently made changes to their positions in AGG. Concurrent Investment Advisors LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF by 4.4% in the third quarter. Concurrent Investment Advisors LLC now owns 336,717 shares of the company’s stock valued at $34,099,000 after buying an additional 14,278 shares during the last quarter. Maia Wealth LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 82.5% in the 3rd quarter. Maia Wealth LLC now owns 15,512 shares of the company’s stock valued at $1,532,000 after acquiring an additional 7,014 shares during the period. Umpqua Bank raised its position in iShares Core U.S. Aggregate Bond ETF by 754.4% in the 3rd quarter. Umpqua Bank now owns 23,557 shares of the company’s stock valued at $2,386,000 after purchasing an additional 20,800 shares during the last quarter. White Lighthouse Investment Management Inc. raised its position in iShares Core U.S. Aggregate Bond ETF by 32.3% in the 3rd quarter. White Lighthouse Investment Management Inc. now owns 3,210 shares of the company’s stock valued at $325,000 after purchasing an additional 783 shares during the last quarter. Finally, Ballast Advisors LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF by 1.5% during the 3rd quarter. Ballast Advisors LLC now owns 185,572 shares of the company’s stock worth $18,793,000 after purchasing an additional 2,764 shares during the period. 83.63% of the stock is owned by institutional investors and hedge funds.
iShares Core U.S. Aggregate Bond ETF Stock Performance
NYSEARCA AGG opened at $97.59 on Thursday. The firm’s fifty day moving average is $100.14 and its two-hundred day moving average is $98.56. iShares Core U.S. Aggregate Bond ETF has a one year low of $93.53 and a one year 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.
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