Heritage Wealth Management Inc. CA Increases Stock Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Heritage Wealth Management Inc. CA boosted its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 69.1% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 28,873 shares of the company’s stock after acquiring an additional 11,801 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for approximately 1.8% of Heritage Wealth Management Inc. CA’s investment portfolio, making the stock its 13th biggest position. Heritage Wealth Management Inc. CA’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $2,884,000 at the end of the most recent quarter.

A number of other hedge funds also recently bought and sold shares of the stock. Kampmann Melissa S. raised its position in iShares Core U.S. Aggregate Bond ETF by 1.0% in the 4th quarter. Kampmann Melissa S. now owns 10,508 shares of the company’s stock valued at $1,051,000 after purchasing an additional 100 shares in the last quarter. Rothschild Investment LLC raised its position in iShares Core U.S. Aggregate Bond ETF by 4.4% in the 3rd quarter. Rothschild Investment LLC now owns 2,441 shares of the company’s stock valued at $245,000 after purchasing an additional 102 shares in the last quarter. Woodside Wealth Management LLC raised its position in iShares Core U.S. Aggregate Bond ETF by 1.7% in the 3rd quarter. Woodside Wealth Management LLC now owns 6,241 shares of the company’s stock valued at $626,000 after purchasing an additional 104 shares in the last quarter. Stephens Consulting LLC raised its position in iShares Core U.S. Aggregate Bond ETF by 9.4% in the 4th quarter. Stephens Consulting LLC now owns 1,288 shares of the company’s stock valued at $129,000 after purchasing an additional 111 shares in the last quarter. Finally, Hoge Financial Services LLC raised its position in iShares Core U.S. Aggregate Bond ETF by 1.3% in the 4th quarter. Hoge Financial Services LLC now owns 8,521 shares of the company’s stock valued at $851,000 after purchasing an additional 111 shares in the last quarter. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

AGG stock opened at $98.67 on Thursday. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $96.66 and a 1 year high of $101.46. The firm has a market capitalization of $134.81 billion, a P/E ratio of 124.57 and a beta of 0.26. The business’s 50-day moving average is $99.37 and its two-hundred day moving average is $99.97.

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.