iShares Core U.S. Aggregate Bond ETF $AGG Shares Bought by Heartwood Wealth Advisors LLC

Heartwood Wealth Advisors LLC raised its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 2.2% during the third quarter, Holdings Channel reports. The firm owned 313,155 shares of the company’s stock after purchasing an additional 6,703 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises 2.4% of Heartwood Wealth Advisors LLC’s portfolio, making the stock its 13th largest holding. Heartwood Wealth Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $29,606,000 as of its most recent filing with the SEC.

Other large investors have also added to or reduced their stakes in the company. First Command Advisory Services Inc. grew its holdings in iShares Core U.S. Aggregate Bond ETF by 321.2% in the fourth quarter. First Command Advisory Services Inc. now owns 278 shares of the company’s stock worth $28,000 after purchasing an additional 212 shares during the period. Main Street Group LTD acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF during the first quarter worth approximately $30,000. Manchester Capital Management LLC bought a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth $31,000. Investors Research Corp lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 73.4% in the second quarter. Investors Research Corp now owns 352 shares of the company’s stock valued at $35,000 after buying an additional 149 shares in the last quarter. Finally, Signature Equity Partners LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 182.9% during the first quarter. Signature Equity Partners LLC now owns 413 shares of the company’s stock valued at $41,000 after buying an additional 267 shares during the last quarter. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Down 0.3%

NYSEARCA:AGG traded down $0.29 during trading hours on Monday, hitting $93.96. 6,694,596 shares of the company traded hands, compared to its average volume of 9,404,206. The firm’s 50-day simple moving average is $96.74 and its 200-day simple moving average is $98.06. iShares Core U.S. Aggregate Bond ETF has a one year low of $93.83 and a one year high of $101.46. The company has a market cap of $134.89 billion, a PE ratio of 124.57 and a beta of 0.26.

iShares Core U.S. Aggregate Bond ETF 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.