RTD Financial Advisors Inc. increased its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 14.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 5,411 shares of the company’s stock after acquiring an additional 701 shares during the period. RTD Financial Advisors Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $524,000 at the end of the most recent quarter.
Other institutional investors also recently modified their holdings of the company. Ironwood Wealth Management LLC. increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 5.2% during the 2nd quarter. Ironwood Wealth Management LLC. now owns 53,307 shares of the company’s stock valued at $5,174,000 after purchasing an additional 2,624 shares during the last quarter. Squarepoint Ops LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF during the second quarter worth about $11,694,000. Susquehanna International Group Ltd. bought a new stake in iShares Core U.S. Aggregate Bond ETF in the second quarter worth about $1,318,000. Oliver Lagore Vanvalin Investment Group raised its position 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 during the period. Finally, Raab & Moskowitz Asset Management LLC purchased a new position in iShares Core U.S. Aggregate Bond ETF in the second quarter valued at about $216,000. 83.63% of the stock is owned by institutional investors.
iShares Core U.S. Aggregate Bond ETF Stock Performance
Shares of AGG stock opened at $97.01 on Friday. The company has a 50 day moving average of $97.50 and a 200-day moving average of $98.88. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $94.85 and a 12-month high of $102.04.
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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