iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Holdings Boosted by Transform Wealth LLC

Transform Wealth LLC grew its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 7.2% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund owned 236,362 shares of the company’s stock after purchasing an additional 15,959 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up about 2.2% of Transform Wealth LLC’s holdings, making the stock its 8th largest position. Transform Wealth LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $23,149,000 at the end of the most recent reporting period.

Several other hedge funds also recently made changes to their positions in AGG. First Pacific Financial purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth about $25,000. First Community Trust NA purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF during the first quarter worth about $25,000. Vima LLC acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at about $27,000. Cetera Trust Company N.A acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at about $28,000. Finally, Atlas Capital Advisors LLC acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the first quarter valued at about $29,000. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

NYSEARCA:AGG traded down $0.20 during mid-day trading on Friday, reaching $97.35. The stock had a trading volume of 2,019,769 shares, compared to its average volume of 8,209,084. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $91.58 and a twelve month high of $99.70. The business has a 50 day simple moving average of $96.59 and a 200 day simple moving average of $97.38.

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.