iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Stock Position Raised by Smith & Howard Wealth Management LLC

Smith & Howard Wealth Management LLC boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGGFree Report) by 12.8% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 593,484 shares of the company’s stock after purchasing an additional 67,202 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up approximately 16.9% of Smith & Howard Wealth Management LLC’s holdings, making the stock its largest holding. Smith & Howard Wealth Management LLC owned about 0.05% of iShares Core U.S. Aggregate Bond ETF worth $60,102,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. WMS Partners LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 0.9% in the 1st quarter. WMS Partners LLC now owns 96,744 shares of the company’s stock valued at $9,475,000 after acquiring an additional 901 shares during the last quarter. Skyline Advisors Inc. grew its stake in iShares Core U.S. Aggregate Bond ETF by 0.9% during the 1st quarter. Skyline Advisors Inc. now owns 159,063 shares of the company’s stock worth $15,579,000 after buying an additional 1,352 shares during the last quarter. FineMark National Bank & Trust increased its position in iShares Core U.S. Aggregate Bond ETF by 0.7% in the second quarter. FineMark National Bank & Trust now owns 14,659 shares of the company’s stock worth $1,423,000 after buying an additional 108 shares during the period. Conservest Capital Advisors Inc. lifted its stake in iShares Core U.S. Aggregate Bond ETF by 4.0% in the first quarter. Conservest Capital Advisors Inc. now owns 122,812 shares of the company’s stock valued at $12,028,000 after buying an additional 4,746 shares during the last quarter. Finally, Spectrum Investment Advisors Inc. grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 24.1% during the second quarter. Spectrum Investment Advisors Inc. now owns 46,767 shares of the company’s stock worth $4,540,000 after acquiring an additional 9,087 shares during the last quarter. 83.63% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

NYSEARCA AGG opened at $98.59 on Friday. The company has a 50-day moving average price of $100.55 and a two-hundred day moving average price of $98.39. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $92.11 and a 52 week high of $102.04.

iShares Core U.S. Aggregate Bond ETF Company Profile

(Free Report)

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.

Further Reading

Institutional Ownership by Quarter for iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

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