Fort Henry Capital LLC Buys 41,709 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Fort Henry Capital LLC raised its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 17.9% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 274,956 shares of the company’s stock after purchasing an additional 41,709 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for about 19.0% of Fort Henry Capital LLC’s holdings, making the stock its 2nd biggest position. Fort Henry Capital LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $27,845,000 at the end of the most recent quarter.

A number of other institutional investors have also recently modified their holdings of AGG. WMS Partners LLC increased its stake in iShares Core U.S. Aggregate Bond ETF by 0.9% in the 1st quarter. WMS Partners LLC now owns 96,744 shares of the company’s stock valued at $9,475,000 after purchasing an additional 901 shares in the last quarter. FineMark National Bank & Trust increased its stake in iShares Core U.S. Aggregate Bond ETF by 0.7% in the second quarter. FineMark National Bank & Trust now owns 14,659 shares of the company’s stock valued at $1,423,000 after purchasing an additional 108 shares during the last quarter. Conservest Capital Advisors Inc. increased its stake in iShares Core U.S. Aggregate Bond ETF by 4.0% in the first quarter. Conservest Capital Advisors Inc. now owns 122,812 shares of the company’s stock valued at $12,028,000 after purchasing an additional 4,746 shares during the last quarter. Spectrum Investment Advisors Inc. increased its stake in iShares Core U.S. Aggregate Bond ETF by 24.1% during the second quarter. Spectrum Investment Advisors Inc. now owns 46,767 shares of the company’s stock worth $4,540,000 after acquiring an additional 9,087 shares during the last quarter. Finally, AE Wealth Management LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 48.7% in the second quarter. AE Wealth Management LLC now owns 151,969 shares of the company’s stock valued at $14,752,000 after buying an additional 49,761 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 Trading Down 0.2 %

AGG stock opened at $98.43 on Monday. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $92.15 and a 1 year high of $102.04. The stock has a 50-day simple moving average of $100.52 and a 200-day simple moving average of $98.43.

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.