Elevation Wealth Partners LLC Has $4.81 Million Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Elevation Wealth Partners LLC raised its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 46.6% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 49,608 shares of the company’s stock after buying an additional 15,764 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises about 2.0% of Elevation Wealth Partners LLC’s holdings, making the stock its 10th largest position. Elevation Wealth Partners LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $4,807,000 at the end of the most recent quarter.

Other hedge funds have also recently made changes to their positions in the company. Mesirow Financial Investment Management Inc. grew its position in iShares Core U.S. Aggregate Bond ETF by 0.8% in the 3rd quarter. Mesirow Financial Investment Management Inc. now owns 12,674 shares of the company’s stock worth $1,283,000 after purchasing an additional 104 shares in the last quarter. Howe & Rusling Inc. boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 2.4% in the 3rd quarter. Howe & Rusling Inc. now owns 4,414 shares of the company’s stock worth $447,000 after buying an additional 105 shares during the last quarter. Cornerstone Wealth Management LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 2.1% in the third quarter. Cornerstone Wealth Management LLC now owns 5,196 shares of the company’s stock valued at $526,000 after acquiring an additional 109 shares in the last quarter. Braun Bostich & Associates Inc. increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 4.5% during 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. Finally, Heritage Wealth Management Inc. CA lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 0.7% during the third quarter. Heritage Wealth Management Inc. CA now owns 17,410 shares of the company’s stock worth $1,763,000 after acquiring an additional 116 shares during the period. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Price Performance

AGG stock opened at $97.46 on Monday. The stock’s fifty day simple moving average is $97.34 and its two-hundred day simple moving average is $98.85. 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 Company 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.