Long Run Wealth Advisors LLC Increases Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Long Run Wealth Advisors LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 4.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 56,134 shares of the company’s stock after purchasing an additional 2,501 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises about 1.3% of Long Run Wealth Advisors LLC’s portfolio, making the stock its 19th largest holding. Long Run Wealth Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $5,439,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently modified their holdings of the business. Trilogy Capital Inc. increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 4.0% in the 4th quarter. Trilogy Capital Inc. now owns 19,765 shares of the company’s stock valued at $1,915,000 after purchasing an additional 755 shares in the last quarter. Robertson Stephens Wealth Management LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 33.0% in the 4th quarter. Robertson Stephens Wealth Management LLC now owns 374,094 shares of the company’s stock valued at $36,250,000 after purchasing an additional 92,851 shares in the last quarter. Onyx Bridge Wealth Group LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 5.9% in the 4th quarter. Onyx Bridge Wealth Group LLC now owns 221,021 shares of the company’s stock valued at $21,417,000 after purchasing an additional 12,404 shares in the last quarter. Inman Jager Wealth Management LLC purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at about $605,000. Finally, Summit Wealth Partners LLC increased its stake in iShares Core U.S. Aggregate Bond ETF by 1.1% during the 4th quarter. Summit Wealth Partners LLC now owns 235,825 shares of the company’s stock worth $22,851,000 after buying an additional 2,672 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 0.5 %

NYSEARCA:AGG opened at $97.87 on Thursday. The stock has a 50 day moving average of $97.42 and a two-hundred day moving average of $98.86. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $94.85 and a 12 month 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.