iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Bought by Ullmann Wealth Partners Group LLC

Ullmann Wealth Partners Group LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 0.5% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 41,861 shares of the company’s stock after purchasing an additional 202 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for 0.5% of Ullmann Wealth Partners Group LLC’s holdings, making the stock its 27th biggest position. Ullmann Wealth Partners Group LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $4,056,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also added to or reduced their stakes in AGG. Omega Financial Group LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 18.8% during the 4th quarter. Omega Financial Group LLC now owns 160,259 shares of the company’s stock valued at $15,529,000 after acquiring an additional 25,322 shares during the last quarter. JGP Wealth Management LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 65.4% in the 4th quarter. JGP Wealth Management LLC now owns 21,267 shares of the company’s stock valued at $2,061,000 after purchasing an additional 8,407 shares during the period. Ritholtz Wealth Management boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 3.5% in the 4th quarter. Ritholtz Wealth Management now owns 917,718 shares of the company’s stock valued at $88,927,000 after purchasing an additional 30,710 shares during the period. SignalPoint Asset Management LLC increased its stake in iShares Core U.S. Aggregate Bond ETF by 94.0% in the 4th quarter. SignalPoint Asset Management LLC now owns 3,944 shares of the company’s stock worth $382,000 after purchasing an additional 1,911 shares in the last quarter. Finally, Freestate Advisors LLC raised its holdings in iShares Core U.S. Aggregate Bond ETF by 5.5% during the 4th quarter. Freestate Advisors LLC now owns 88,822 shares of the company’s stock worth $8,607,000 after buying an additional 4,642 shares during the period. 83.63% of the stock is owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Price Performance

iShares Core U.S. Aggregate Bond ETF stock opened at $96.92 on Friday. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $94.85 and a fifty-two week high of $102.04. The firm’s 50 day simple moving average is $97.64 and its 200-day simple moving average is $98.90.

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.