Financial Advocates Investment Management Has $17.71 Million Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Financial Advocates Investment Management grew its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 7.2% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 182,731 shares of the company’s stock after purchasing an additional 12,291 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises about 1.0% of Financial Advocates Investment Management’s portfolio, making the stock its 15th biggest position. Financial Advocates Investment Management’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $17,707,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in the business. Kozak & Associates Inc. bought a new stake in iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at $26,000. ST Germain D J Co. Inc. raised its holdings in iShares Core U.S. Aggregate Bond ETF by 1,020.0% during the third quarter. ST Germain D J Co. Inc. now owns 280 shares of the company’s stock worth $28,000 after buying an additional 255 shares during the last quarter. Wagner Wealth Management LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 30,500.0% in 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 in the last quarter. Bank of New Hampshire grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 71.7% during the fourth quarter. Bank of New Hampshire now owns 455 shares of the company’s stock valued at $44,000 after buying an additional 190 shares during the last quarter. Finally, Concord Wealth Partners increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 110.3% during the third quarter. Concord Wealth Partners now owns 511 shares of the company’s stock worth $52,000 after acquiring an additional 268 shares in the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.5 %

AGG opened at $97.87 on Thursday. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $94.85 and a 1 year high of $102.04. The firm’s fifty day moving average price is $97.42 and its two-hundred day moving average price is $98.86.

iShares Core U.S. Aggregate Bond ETF Company 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.