Tobias Financial Advisors Inc. Acquires 258 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Tobias Financial Advisors Inc. grew its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 0.5% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 48,455 shares of the company’s stock after purchasing an additional 258 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up approximately 1.0% of Tobias Financial Advisors Inc.’s portfolio, making the stock its 22nd biggest position. Tobias Financial Advisors Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $4,907,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in AGG. Oliver Lagore Vanvalin Investment Group boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 162.9% in 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 in the last quarter. ST Germain D J Co. Inc. lifted its holdings in shares of 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 valued at $28,000 after purchasing an additional 255 shares during the last quarter. Lynx Investment Advisory bought a new stake in iShares Core U.S. Aggregate Bond ETF in the second quarter worth $28,000. Wagner Wealth Management LLC grew its position in iShares Core U.S. Aggregate Bond ETF by 30,500.0% during the 3rd quarter. Wagner Wealth Management LLC now owns 306 shares of the company’s stock valued at $31,000 after purchasing an additional 305 shares during the last quarter. Finally, LRI Investments LLC purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the first quarter valued at approximately $34,000. Institutional investors own 83.63% of the company’s stock.

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

NYSEARCA AGG opened at $98.36 on Wednesday. The stock has a 50-day moving average of $100.20 and a 200 day moving average of $98.57. iShares Core U.S. Aggregate Bond ETF has a one year low of $93.53 and a one year high of $102.04.

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.