iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) is Ellenbecker Investment Group’s 4th Largest Position

Ellenbecker Investment Group lifted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 31.3% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 421,377 shares of the company’s stock after buying an additional 100,420 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up about 7.3% of Ellenbecker Investment Group’s portfolio, making the stock its 4th largest position. Ellenbecker Investment Group’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $40,831,000 at the end of the most recent reporting period.

Several other large investors have also recently modified their holdings of AGG. Oliver Lagore Vanvalin Investment Group boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 162.9% in the second quarter. Oliver Lagore Vanvalin Investment Group now owns 255 shares of the company’s stock worth $25,000 after acquiring an additional 158 shares in the last quarter. Kozak & Associates Inc. purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at approximately $26,000. ST Germain D J Co. Inc. boosted its stake 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 worth $28,000 after purchasing an additional 255 shares in the last quarter. Wagner Wealth Management LLC grew its position in 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 purchasing an additional 305 shares during the last quarter. Finally, Kimelman & Baird LLC acquired a new position in iShares Core U.S. Aggregate Bond ETF during the 2nd quarter valued at approximately $36,000. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Down 0.1 %

NYSEARCA AGG opened at $95.85 on Tuesday. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $94.85 and a 12-month high of $102.04. The company has a fifty day simple moving average of $97.71 and a two-hundred day simple moving average of $98.92.

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.