Unique Wealth LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 22.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 271,488 shares of the company’s stock after purchasing an additional 49,814 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for approximately 5.5% of Unique Wealth LLC’s holdings, making the stock its 4th biggest position. Unique Wealth LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $26,307,000 as of its most recent SEC filing.
Other large investors have also recently added to or reduced their stakes in the company. Oliver Lagore Vanvalin Investment Group lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 162.9% during the 2nd quarter. Oliver Lagore Vanvalin Investment Group now owns 255 shares of the company’s stock valued at $25,000 after purchasing an additional 158 shares during the last quarter. Kozak & Associates Inc. bought a new stake in iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth about $26,000. ST Germain D J Co. Inc. raised its stake in shares of 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 acquiring an additional 255 shares during the last quarter. Wagner Wealth Management LLC raised its position in iShares Core U.S. Aggregate Bond ETF by 30,500.0% in the 3rd quarter. Wagner Wealth Management LLC now owns 306 shares of the company’s stock worth $31,000 after purchasing an additional 305 shares during the last quarter. Finally, Kimelman & Baird LLC acquired a new position in iShares Core U.S. Aggregate Bond ETF during the 2nd quarter worth $36,000. Institutional investors and hedge funds own 83.63% of the company’s stock.
iShares Core U.S. Aggregate Bond ETF Price Performance
NYSEARCA AGG opened at $95.85 on Tuesday. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $94.85 and a 52 week high of $102.04. The stock has a fifty day moving average of $97.71 and a 200-day moving average of $98.92.
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.
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