Regent Peak Wealth Advisors LLC Makes New Investment in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Regent Peak Wealth Advisors LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) in the fourth quarter, HoldingsChannel reports. The firm purchased 3,138 shares of the company’s stock, valued at approximately $304,000.

Several other institutional investors have also made changes to their positions in AGG. Oliver Lagore Vanvalin Investment Group lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 162.9% during the 2nd quarter. Oliver Lagore Vanvalin Investment Group now owns 255 shares of the company’s stock valued at $25,000 after acquiring an additional 158 shares during the period. Kozak & Associates Inc. acquired a new stake in iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth about $26,000. ST Germain D J Co. Inc. raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 1,020.0% in the 3rd quarter. ST Germain D J Co. Inc. now owns 280 shares of the company’s stock valued at $28,000 after buying an additional 255 shares in the last quarter. Wagner Wealth Management LLC boosted its position in shares of 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 in the last quarter. Finally, Kimelman & Baird LLC bought a new position in iShares Core U.S. Aggregate Bond ETF in the second quarter valued at approximately $36,000. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Down 0.3 %

NYSEARCA AGG traded down $0.27 on Tuesday, hitting $96.44. 3,721,297 shares of the company’s stock were exchanged, compared to its average volume of 5,913,748. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $94.85 and a 52 week high of $102.04. The stock has a 50-day moving average of $97.91 and a 200-day moving average of $98.97.

About iShares Core U.S. Aggregate Bond ETF

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.