Acorn Financial Advisory Services Inc. ADV boosted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 4.1% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 388,512 shares of the company’s stock after purchasing an additional 15,464 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises approximately 7.0% of Acorn Financial Advisory Services Inc. ADV’s investment portfolio, making the stock its 3rd largest position. Acorn Financial Advisory Services Inc. ADV’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $39,345,000 at the end of the most recent quarter.
A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in AGG. Oliver Lagore Vanvalin Investment Group grew its stake in 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 in the last quarter. Lynx Investment Advisory purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the 2nd quarter valued at $28,000. ST Germain D J Co. Inc. grew its holdings in 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 increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 30,500.0% in 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 during the last quarter. Finally, LRI Investments LLC purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 1st quarter worth $33,000. Hedge funds and other institutional investors own 83.63% of the company’s stock.
iShares Core U.S. Aggregate Bond ETF Trading Up 0.2 %
Shares of AGG traded up $0.17 during mid-day trading on Friday, reaching $98.50. The stock had a trading volume of 6,199,838 shares, compared to its average volume of 8,033,383. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $93.53 and a 52-week high of $102.04. The business’s fifty day moving average is $100.06 and its 200 day moving average is $98.58.
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.
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