Bluestem Financial Advisors LLC Has $3.87 Million Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Bluestem Financial Advisors LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 2.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 39,952 shares of the company’s stock after purchasing an additional 853 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up approximately 1.8% of Bluestem Financial Advisors LLC’s investment portfolio, making the stock its 13th largest holding. Bluestem Financial Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $3,871,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in the stock. Kozak & Associates Inc. acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 4th 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 acquiring an additional 255 shares during the period. Newbridge Financial Services Group Inc. bought a new position in iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth approximately $33,000. Stonebridge Financial Group LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at approximately $43,000. Finally, Bank of New Hampshire raised its holdings in iShares Core U.S. Aggregate Bond ETF by 71.7% in the fourth quarter. Bank of New Hampshire now owns 455 shares of the company’s stock worth $44,000 after purchasing an additional 190 shares during the period. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA AGG opened at $97.70 on Friday. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $94.85 and a twelve month high of $102.04. The company’s fifty day moving average is $97.17 and its 200-day moving average is $98.82.

iShares Core U.S. Aggregate Bond ETF 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.