Modera Wealth Management LLC Raises Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

by · The Cerbat Gem

Modera Wealth Management LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 1.2% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 202,401 shares of the company’s stock after acquiring an additional 2,440 shares during the period. Modera Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $20,497,000 at the end of the most recent quarter.

Other large investors have also recently modified their holdings of the company. Oliver Lagore Vanvalin Investment Group increased its position 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 valued at $25,000 after acquiring an additional 158 shares during the last quarter. Lynx Investment Advisory purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the 2nd quarter worth about $28,000. ST Germain D J Co. Inc. lifted its stake in iShares Core U.S. Aggregate Bond ETF by 1,020.0% in the third 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 last quarter. Wagner Wealth Management LLC boosted its position 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 period. Finally, LRI Investments LLC bought a new position in shares of iShares Core U.S. Aggregate Bond ETF during the first quarter valued at approximately $33,000. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Down 0.2 %

Shares of NYSEARCA AGG opened at $98.59 on Friday. The business’s 50 day moving average price is $100.52 and its 200-day moving average price is $98.41. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $92.11 and a fifty-two week 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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