iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) is Forvis Mazars Wealth Advisors LLC’s 4th Largest Position

Forvis Mazars Wealth Advisors LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 6.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 1,361,114 shares of the company’s stock after buying an additional 86,905 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises approximately 3.0% of Forvis Mazars Wealth Advisors LLC’s portfolio, making the stock its 4th biggest position. Forvis Mazars Wealth Advisors LLC owned 0.11% of iShares Core U.S. Aggregate Bond ETF worth $131,892,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the company. Mesirow Financial Investment Management Inc. lifted its position in iShares Core U.S. Aggregate Bond ETF by 0.8% during the third quarter. Mesirow Financial Investment Management Inc. now owns 12,674 shares of the company’s stock valued at $1,283,000 after buying an additional 104 shares during the period. Howe & Rusling Inc. lifted its position in iShares Core U.S. Aggregate Bond ETF by 2.4% during the third quarter. Howe & Rusling Inc. now owns 4,414 shares of the company’s stock valued at $447,000 after buying an additional 105 shares during the period. Braun Bostich & Associates Inc. lifted 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. Vestia Personal Wealth Advisors lifted its position in iShares Core U.S. Aggregate Bond ETF by 5.1% during the fourth quarter. Vestia Personal Wealth Advisors now owns 2,493 shares of the company’s stock valued at $242,000 after buying an additional 121 shares during the period. Finally, Mount Yale Investment Advisors LLC lifted its position in iShares Core U.S. Aggregate Bond ETF by 1.5% during the fourth quarter. Mount Yale Investment Advisors LLC now owns 8,246 shares of the company’s stock valued at $799,000 after buying an additional 122 shares during the period. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $98.02 on Friday. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $94.85 and a 12 month high of $102.04. The business has a fifty day simple moving average of $97.08 and a two-hundred day simple moving average of $98.75.

About iShares Core U.S. Aggregate Bond ETF

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.