Discipline Wealth Solutions LLC Raises Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Discipline Wealth Solutions LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 197.5% in the third quarter, HoldingsChannel.com reports. The institutional investor owned 16,853 shares of the company’s stock after purchasing an additional 11,188 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises approximately 0.9% of Discipline Wealth Solutions LLC’s portfolio, making the stock its 19th largest holding. Discipline Wealth Solutions LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,707,000 as of its most recent filing with the SEC.

A number of other large investors have also recently made changes to their positions in the company. FineMark National Bank & Trust grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 0.7% during the second quarter. FineMark National Bank & Trust now owns 14,659 shares of the company’s stock worth $1,423,000 after purchasing an additional 108 shares in the last quarter. Spectrum Investment Advisors Inc. lifted its stake in 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 purchasing an additional 9,087 shares during the last quarter. Wagner Wealth Management LLC boosted its holdings in 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 valued at $31,000 after purchasing an additional 305 shares in the last quarter. Drucker Wealth 3.0 LLC increased its stake in iShares Core U.S. Aggregate Bond ETF by 6.3% in the third quarter. Drucker Wealth 3.0 LLC now owns 5,724 shares of the company’s stock valued at $580,000 after purchasing an additional 340 shares during the last quarter. Finally, AE Wealth Management LLC raised its holdings in iShares Core U.S. Aggregate Bond ETF by 48.7% during the second quarter. AE Wealth Management LLC now owns 151,969 shares of the company’s stock worth $14,752,000 after purchasing an additional 49,761 shares in 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

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $98.92 on Wednesday. The company has a fifty day simple moving average of $98.82 and a 200-day simple moving average of $98.94. 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.