Prevail Innovative Wealth Advisors LLC Buys 4,207 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Prevail Innovative Wealth Advisors LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 32.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 17,314 shares of the company’s stock after acquiring an additional 4,207 shares during the period. Prevail Innovative Wealth Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,678,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also made changes to their positions in the stock. Braun Bostich & Associates Inc. boosted its stake in iShares Core U.S. Aggregate Bond ETF by 4.5% in the fourth quarter. Braun Bostich & Associates Inc. now owns 2,533 shares of the company’s stock valued at $245,000 after acquiring an additional 109 shares during the last quarter. Vestia Personal Wealth Advisors grew its holdings in iShares Core U.S. Aggregate Bond ETF by 5.1% during the 4th quarter. Vestia Personal Wealth Advisors now owns 2,493 shares of the company’s stock valued at $242,000 after buying an additional 121 shares in the last quarter. Mount Yale Investment Advisors LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.5% during the fourth quarter. Mount Yale Investment Advisors LLC now owns 8,246 shares of the company’s stock valued at $799,000 after buying an additional 122 shares during the period. Cadent Capital Advisors LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 6.0% in the fourth quarter. Cadent Capital Advisors LLC now owns 2,172 shares of the company’s stock valued at $210,000 after acquiring an additional 123 shares during the period. Finally, Summit Financial Strategies Inc. grew its stake in iShares Core U.S. Aggregate Bond ETF by 2.0% during the fourth quarter. Summit Financial Strategies Inc. now owns 6,185 shares of the company’s stock valued at $599,000 after acquiring an additional 123 shares in the last quarter. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Price Performance

NYSEARCA AGG opened at $98.73 on Friday. The company’s 50 day simple moving average is $98.00 and its two-hundred day simple moving average is $98.43. The stock has a market capitalization of $125.39 billion, a PE ratio of 125.34 and a beta of 0.22. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $94.85 and a 1 year 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.