West Branch Capital LLC Grows Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

West Branch Capital LLC increased its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 4.6% during the 4th quarter, HoldingsChannel reports. The firm owned 3,443 shares of the company’s stock after buying an additional 150 shares during the period. West Branch Capital LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $334,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also added to or reduced their stakes in AGG. NorthLanding Financial Partners LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 7.4% in the fourth quarter. NorthLanding Financial Partners LLC now owns 84,962 shares of the company’s stock valued at $8,233,000 after acquiring an additional 5,883 shares during the period. Missouri Trust & Investment Co lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 7.1% in the 4th quarter. Missouri Trust & Investment Co now owns 2,118 shares of the company’s stock worth $205,000 after purchasing an additional 140 shares during the period. Corepath Wealth Partners LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 6.5% in the 4th quarter. Corepath Wealth Partners LLC now owns 122,436 shares of the company’s stock worth $11,739,000 after purchasing an additional 7,430 shares during the period. Braun Bostich & Associates Inc. grew its position in iShares Core U.S. Aggregate Bond ETF by 4.5% during the fourth quarter. Braun Bostich & Associates Inc. now owns 2,533 shares of the company’s stock valued at $245,000 after buying an additional 109 shares during the period. Finally, XML Financial LLC grew its position in iShares Core U.S. Aggregate Bond ETF by 8.1% during the fourth quarter. XML Financial LLC now owns 42,849 shares of the company’s stock valued at $4,152,000 after buying an additional 3,211 shares during the period. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.3 %

AGG opened at $97.24 on Wednesday. The firm’s 50 day simple moving average is $97.55 and its two-hundred day simple moving average is $98.92. 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.