iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) is Baron Silver Stevens Financial Advisors LLC’s 5th Largest Position

Baron Silver Stevens Financial Advisors LLC boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 4.4% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 341,795 shares of the company’s stock after purchasing an additional 14,374 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises approximately 5.6% of Baron Silver Stevens Financial Advisors LLC’s investment portfolio, making the stock its 5th biggest holding. Baron Silver Stevens Financial Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $33,120,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in AGG. Oliver Lagore Vanvalin Investment Group grew its holdings in iShares Core U.S. Aggregate Bond ETF by 162.9% during the second quarter. Oliver Lagore Vanvalin Investment Group now owns 255 shares of the company’s stock worth $25,000 after acquiring an additional 158 shares during the period. Kozak & Associates Inc. purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth approximately $26,000. ST Germain D J Co. Inc. grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1,020.0% during the 3rd quarter. ST Germain D J Co. Inc. now owns 280 shares of the company’s stock worth $28,000 after purchasing an additional 255 shares during the period. Wagner Wealth Management LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 30,500.0% during the 3rd quarter. Wagner Wealth Management LLC now owns 306 shares of the company’s stock valued at $31,000 after purchasing an additional 305 shares in the last quarter. Finally, Kimelman & Baird LLC acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 2nd quarter valued at $36,000. 83.63% of the stock is owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Stock Performance

AGG stock opened at $97.01 on Thursday. iShares Core U.S. Aggregate Bond ETF has a one year low of $94.85 and a one year high of $102.04. The firm’s fifty day moving average is $97.53 and its 200 day moving average is $98.90.

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.