iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) is HTG Investment Advisors Inc.’s 8th Largest Position

HTG Investment Advisors Inc. boosted its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 5.6% during the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 104,918 shares of the company’s stock after purchasing an additional 5,538 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises about 4.6% of HTG Investment Advisors Inc.’s holdings, making the stock its 8th biggest holding. HTG Investment Advisors Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $10,167,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of AGG. Mesirow Financial Investment Management Inc. boosted its position in shares of 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 buying an additional 104 shares during the last quarter. Howe & Rusling Inc. lifted its stake in iShares Core U.S. Aggregate Bond ETF by 2.4% during 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 period. Cornerstone Wealth Management LLC boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 2.1% during the 3rd quarter. Cornerstone Wealth Management LLC now owns 5,196 shares of the company’s stock valued at $526,000 after acquiring an additional 109 shares during the last quarter. Braun Bostich & Associates Inc. grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 4.5% in the fourth quarter. Braun Bostich & Associates Inc. now owns 2,533 shares of the company’s stock worth $245,000 after acquiring an additional 109 shares during the period. Finally, Heritage Wealth Management Inc. CA raised its holdings in shares of 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 last quarter. 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 $97.35 on Wednesday. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $94.85 and a twelve month high of $102.04. The company’s 50 day moving average is $97.44 and its 200 day moving average is $98.87.

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.