Beacon Financial Advisory LLC Purchases 349 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Beacon Financial Advisory LLC boosted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGGFree Report) by 7.5% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 4,975 shares of the company’s stock after acquiring an additional 349 shares during the period. Beacon Financial Advisory LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $482,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in the business. Kozak & Associates Inc. bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at $26,000. ST Germain D J Co. Inc. increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 1,020.0% during the third quarter. ST Germain D J Co. Inc. now owns 280 shares of the company’s stock valued at $28,000 after buying an additional 255 shares during the period. Wagner Wealth Management LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 30,500.0% in the third quarter. Wagner Wealth Management LLC now owns 306 shares of the company’s stock worth $31,000 after buying an additional 305 shares in the last quarter. Bank of New Hampshire lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 71.7% in the fourth quarter. Bank of New Hampshire now owns 455 shares of the company’s stock worth $44,000 after buying an additional 190 shares in the last quarter. Finally, Concord Wealth Partners boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 110.3% in the third quarter. Concord Wealth Partners now owns 511 shares of the company’s stock valued at $52,000 after acquiring an additional 268 shares during the period. 83.63% of the stock is owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Down 0.1 %

iShares Core U.S. Aggregate Bond ETF stock opened at $97.77 on Friday. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $94.85 and a 1-year high of $102.04. The firm’s 50 day simple moving average is $97.40 and its 200 day simple moving average is $98.86.

About iShares Core U.S. Aggregate Bond ETF

(Free Report)

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.

See Also

Institutional Ownership by Quarter for iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

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