Net Worth Advisory Group Takes Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

by · The Cerbat Gem

Net Worth Advisory Group bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) during the 3rd quarter, according to its most recent filing with the SEC. The firm bought 19,389 shares of the company’s stock, valued at approximately $1,964,000. iShares Core U.S. Aggregate Bond ETF accounts for 0.6% of Net Worth Advisory Group’s holdings, making the stock its 26th biggest position.

Several other hedge funds and other institutional investors have also recently bought and sold shares of AGG. Vawter Financial Ltd. grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 0.9% during the second quarter. Vawter Financial Ltd. now owns 11,001 shares of the company’s stock valued at $1,068,000 after acquiring an additional 100 shares in the last quarter. Evergreen Capital Management LLC grew its stake in iShares Core U.S. Aggregate Bond ETF by 0.6% during the 2nd quarter. Evergreen Capital Management LLC now owns 16,518 shares of the company’s stock valued at $1,603,000 after purchasing an additional 105 shares in the last quarter. Bank Hapoalim BM grew its stake in iShares Core U.S. Aggregate Bond ETF by 1.2% during the 2nd quarter. Bank Hapoalim BM now owns 8,782 shares of the company’s stock valued at $852,000 after purchasing an additional 106 shares in the last quarter. CGN Advisors LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 0.4% in the 1st quarter. CGN Advisors LLC now owns 25,898 shares of the company’s stock valued at $2,536,000 after purchasing an additional 107 shares in the last quarter. Finally, Ruedi Wealth Management Inc. raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 44.8% in the 1st quarter. Ruedi Wealth Management Inc. now owns 346 shares of the company’s stock valued at $34,000 after purchasing an additional 107 shares in the last quarter. 83.63% of the stock is owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Price Performance

AGG stock opened at $99.51 on Friday. The firm has a 50 day simple moving average of $100.65 and a 200-day simple moving average of $98.34. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $91.58 and a twelve month high of $102.04.

iShares Core U.S. Aggregate Bond ETF Profile

(Free Report)

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.

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