Opes Wealth Management LLC Acquires 2,318 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Opes Wealth Management LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 2.9% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 83,248 shares of the company’s stock after purchasing an additional 2,318 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises 1.6% of Opes Wealth Management LLC’s holdings, making the stock its 16th biggest position. Opes Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $8,431,000 as of its most recent SEC filing.

Other large investors also recently bought and sold shares of the company. Financial Counselors Inc. raised its holdings in iShares Core U.S. Aggregate Bond ETF by 10.6% in the first quarter. Financial Counselors Inc. now owns 30,162 shares of the company’s stock worth $2,954,000 after purchasing an additional 2,891 shares in the last quarter. Central Pacific Bank Trust Division purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 1st quarter valued at approximately $1,119,000. Proficio Capital Partners LLC purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF in the first quarter worth $5,466,000. United Community Bank lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 22.4% during the first quarter. United Community Bank now owns 15,921 shares of the company’s stock worth $1,559,000 after buying an additional 2,911 shares during the period. Finally, Boomfish Wealth Group LLC purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the first quarter valued at $608,000. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of AGG stock opened at $97.72 on Monday. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $93.37 and a 1 year high of $102.04. The business has a fifty day moving average of $100.30 and a 200 day moving average of $98.53.

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.