Penney Financial LLC Acquires 398 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Penney Financial LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 4.5% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 9,279 shares of the company’s stock after buying an additional 398 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for 0.6% of Penney Financial LLC’s portfolio, making the stock its 15th largest position. Penney Financial LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $899,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently modified their holdings of the business. Kozak & Associates Inc. purchased a new stake in iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth $26,000. ST Germain D J Co. Inc. lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 1,020.0% during 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 period. Wagner Wealth Management LLC lifted its holdings 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 valued at $31,000 after purchasing an additional 305 shares during the last quarter. Bank of New Hampshire lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 71.7% during the 4th quarter. Bank of New Hampshire now owns 455 shares of the company’s stock valued at $44,000 after purchasing an additional 190 shares during the last quarter. Finally, Concord Wealth Partners lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 110.3% during the 3rd quarter. Concord Wealth Partners now owns 511 shares of the company’s stock valued at $52,000 after purchasing an additional 268 shares during the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.1 %

Shares of AGG opened at $97.60 on Friday. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $94.85 and a 12 month high of $102.04. The stock has a fifty day moving average price of $97.48 and a 200-day moving average price of $98.88.

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.