Money Concepts Capital Corp Has $11.29 Million Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Money Concepts Capital Corp lifted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 20.4% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 116,529 shares of the company’s stock after purchasing an additional 19,777 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up about 0.8% of Money Concepts Capital Corp’s holdings, making the stock its 19th largest holding. Money Concepts Capital Corp’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $11,292,000 at the end of the most recent quarter.

Other large investors have also modified their holdings of the company. Ironwood Wealth Management LLC. increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 5.2% in the second quarter. Ironwood Wealth Management LLC. now owns 53,307 shares of the company’s stock worth $5,174,000 after purchasing an additional 2,624 shares during the period. City Center Advisors LLC increased its position in iShares Core U.S. Aggregate Bond ETF by 42.0% in the 3rd quarter. City Center Advisors LLC now owns 3,610 shares of the company’s stock worth $366,000 after buying an additional 1,067 shares during the period. Mather Group LLC. lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 128.7% during the third quarter. Mather Group LLC. now owns 223,303 shares of the company’s stock worth $22,614,000 after buying an additional 125,677 shares during the last quarter. Heartwood Wealth Advisors LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.1% in the third quarter. Heartwood Wealth Advisors LLC now owns 238,788 shares of the company’s stock valued at $24,182,000 after acquiring an additional 2,489 shares during the period. Finally, Ignite Planners LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 6.5% in the third quarter. Ignite Planners LLC now owns 17,900 shares of the company’s stock worth $1,813,000 after acquiring an additional 1,096 shares during the last quarter. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

NYSEARCA AGG opened at $97.35 on Wednesday. The company’s fifty day moving average is $97.42 and its two-hundred day moving average is $98.86. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $94.85 and a 52-week 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.