Bernardo Wealth Planning LLC Grows Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Bernardo Wealth Planning LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 9.9% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,494 shares of the company’s stock after acquiring an additional 495 shares during the period. Bernardo Wealth Planning LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $527,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Mesirow Financial Investment Management Inc. raised its stake in iShares Core U.S. Aggregate Bond ETF by 0.8% during the third quarter. Mesirow Financial Investment Management Inc. now owns 12,674 shares of the company’s stock valued at $1,283,000 after purchasing an additional 104 shares in the last quarter. Evergreen Capital Management LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 0.6% during the 2nd quarter. Evergreen Capital Management LLC now owns 16,518 shares of the company’s stock valued at $1,603,000 after buying an additional 105 shares in the last quarter. Howe & Rusling Inc. lifted its holdings 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 valued at $447,000 after acquiring an additional 105 shares during the last quarter. Cornerstone Wealth Management LLC grew its position in 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 worth $526,000 after acquiring an additional 109 shares in the last quarter. Finally, Heritage Wealth Management Inc. CA raised its position 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 valued at $1,763,000 after purchasing an additional 116 shares during the period. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $96.92 on Friday. The stock has a 50 day moving average price of $97.58 and a 200-day moving average price of $98.89. iShares Core U.S. Aggregate Bond ETF has a one year low of $94.85 and a one 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.