Somnio Financial Group LLC Increases Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Somnio Financial Group LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 7.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 112,975 shares of the company’s stock after purchasing an additional 7,554 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up approximately 8.8% of Somnio Financial Group LLC’s investment portfolio, making the stock its 4th biggest position. Somnio Financial Group LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $10,947,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. FineMark National Bank & Trust boosted its stake in iShares Core U.S. Aggregate Bond ETF by 0.7% in the second quarter. FineMark National Bank & Trust now owns 14,659 shares of the company’s stock valued at $1,423,000 after buying an additional 108 shares in the last quarter. Wagner Wealth Management LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 30,500.0% in the third 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 last quarter. Drucker Wealth 3.0 LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 6.3% in the 3rd quarter. Drucker Wealth 3.0 LLC now owns 5,724 shares of the company’s stock valued at $580,000 after purchasing an additional 340 shares in the last quarter. AE Wealth Management LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 48.7% during the 2nd quarter. AE Wealth Management LLC now owns 151,969 shares of the company’s stock valued at $14,752,000 after purchasing an additional 49,761 shares during the last quarter. Finally, World Investment Advisors LLC increased its position in iShares Core U.S. Aggregate Bond ETF by 1,845.5% during the 3rd quarter. World Investment Advisors LLC now owns 320,965 shares of the company’s stock worth $32,037,000 after purchasing an additional 304,467 shares in the last quarter. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

iShares Core U.S. Aggregate Bond ETF stock traded up $0.05 during mid-day trading on Thursday, reaching $96.95. The company had a trading volume of 3,031,036 shares, compared to its average volume of 8,226,703. The business has a fifty day simple moving average of $98.02 and a 200 day simple moving average of $98.99. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $94.85 and a fifty-two week 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.