iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) is Black Diamond Financial LLC’s 3rd Largest Position

Black Diamond Financial LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 51.7% in the 4th quarter, HoldingsChannel.com reports. The firm owned 340,356 shares of the company’s stock after acquiring an additional 116,005 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises approximately 4.9% of Black Diamond Financial LLC’s portfolio, making the stock its 3rd biggest holding. Black Diamond Financial LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $32,981,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. Greenleaf Trust purchased a new position in iShares Core U.S. Aggregate Bond ETF during the 3rd quarter valued at approximately $202,000. Mount Yale Investment Advisors LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF by 71.3% during the 3rd quarter. Mount Yale Investment Advisors LLC now owns 8,124 shares of the company’s stock valued at $823,000 after buying an additional 3,381 shares in the last quarter. Arkadios Wealth Advisors grew its holdings in iShares Core U.S. Aggregate Bond ETF by 14.9% during the 3rd quarter. Arkadios Wealth Advisors now owns 11,049 shares of the company’s stock valued at $1,119,000 after buying an additional 1,429 shares in the last quarter. Modera Wealth Management LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF by 1.2% during the 3rd quarter. Modera Wealth Management LLC now owns 202,401 shares of the company’s stock valued at $20,497,000 after buying an additional 2,440 shares in the last quarter. Finally, Bristlecone Advisors LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF by 10.1% during the 3rd quarter. Bristlecone Advisors LLC now owns 388,814 shares of the company’s stock valued at $39,375,000 after buying an additional 35,796 shares in the last quarter. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.4 %

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $98.02 on Monday. The stock has a 50 day moving average price of $97.08 and a 200-day moving average price of $98.74. iShares Core U.S. Aggregate Bond ETF has a one year low of $94.85 and a one year high of $102.04.

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.