Genesis Wealth Advisors LLC Buys New Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Genesis Wealth Advisors LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm bought 8,687 shares of the company’s stock, valued at approximately $842,000. iShares Core U.S. Aggregate Bond ETF accounts for 0.7% of Genesis Wealth Advisors LLC’s portfolio, making the stock its 27th biggest position.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the company. Kozak & Associates Inc. acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at about $26,000. Newbridge Financial Services Group Inc. acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at about $33,000. Bank of Jackson Hole Trust acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at about $35,000. Stonebridge Financial Group LLC acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at about $43,000. Finally, Bank of New Hampshire raised its position in iShares Core U.S. Aggregate Bond ETF by 71.7% in the 4th quarter. Bank of New Hampshire now owns 455 shares of the company’s stock valued at $44,000 after purchasing an additional 190 shares in the last quarter. 83.63% of the stock is currently owned by hedge funds and other institutional investors.

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

AGG stock opened at $98.02 on Monday. The business’s 50-day moving average is $97.08 and its two-hundred day moving average is $98.74. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $94.85 and a 1 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.