BSW Wealth Partners Boosts Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

BSW Wealth Partners lifted its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 117.8% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 6,386 shares of the company’s stock after buying an additional 3,454 shares during the period. BSW Wealth Partners’ holdings in iShares Core U.S. Aggregate Bond ETF were worth $619,000 as of its most recent SEC filing.

A number of other hedge funds also recently bought and sold shares of AGG. Kozak & Associates Inc. bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth approximately $26,000. ST Germain D J Co. Inc. boosted its position in iShares Core U.S. Aggregate Bond ETF by 1,020.0% during the third quarter. ST Germain D J Co. Inc. now owns 280 shares of the company’s stock valued at $28,000 after buying an additional 255 shares during the period. Wagner Wealth Management LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 30,500.0% during the third quarter. Wagner Wealth Management LLC now owns 306 shares of the company’s stock valued at $31,000 after buying an additional 305 shares during the last quarter. Kimelman & Baird LLC purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF in the second quarter worth about $36,000. Finally, Bank of New Hampshire lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 71.7% in the 4th quarter. Bank of New Hampshire now owns 455 shares of the company’s stock valued at $44,000 after acquiring an additional 190 shares during the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

AGG opened at $97.52 on Wednesday. The stock’s 50 day simple moving average is $97.50 and its 200 day simple moving average is $98.90. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $94.85 and a 1 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.