Bernardo Wealth Planning LLC Purchases 495 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Bernardo Wealth Planning LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 9.9% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned 5,494 shares of the company’s stock after buying an additional 495 shares during the quarter. Bernardo Wealth Planning LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $527,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional 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% 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 during the period. Kozak & Associates Inc. purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at $26,000. ST Germain D J Co. Inc. boosted its stake in shares of 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 valued at $28,000 after purchasing an additional 255 shares during the period. Wagner Wealth Management LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 30,500.0% in the third 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 purchased a new position in iShares Core U.S. Aggregate Bond ETF in the 2nd quarter worth about $36,000. 83.63% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

iShares Core U.S. Aggregate Bond ETF stock opened at $96.92 on Friday. The firm has a 50-day moving average of $97.58 and a two-hundred day moving average of $98.89. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $94.85 and a 1 year high of $102.04.

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.