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

Canopy Partners LLC lifted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 88.7% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 4,010 shares of the company’s stock after buying an additional 1,885 shares during the period. Canopy Partners LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $406,000 as of its most recent SEC filing.

Several other large investors have also recently modified their holdings of AGG. Oliver Lagore Vanvalin Investment Group raised its stake in iShares Core U.S. Aggregate Bond ETF by 162.9% in the second quarter. Oliver Lagore Vanvalin Investment Group now owns 255 shares of the company’s stock valued at $25,000 after buying an additional 158 shares during the last quarter. Lynx Investment Advisory purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 2nd quarter valued at approximately $28,000. ST Germain D J Co. Inc. raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1,020.0% in the third quarter. ST Germain D J Co. Inc. now owns 280 shares of the company’s stock worth $28,000 after buying an additional 255 shares during the last quarter. Wagner Wealth Management LLC lifted its position in iShares Core U.S. Aggregate Bond ETF by 30,500.0% during the 3rd quarter. Wagner Wealth Management LLC now owns 306 shares of the company’s stock worth $31,000 after acquiring an additional 305 shares during the period. Finally, LRI Investments LLC acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the first quarter worth about $33,000. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

AGG opened at $97.82 on Friday. The firm has a 50 day moving average of $99.39 and a two-hundred day moving average of $98.74. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $94.85 and a 12-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.