Alpha Cubed Investments LLC Raises Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Alpha Cubed Investments LLC lifted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 3.6% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 7,557 shares of the company’s stock after purchasing an additional 261 shares during the period. Alpha Cubed Investments LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $732,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also recently modified their holdings of the company. Prosperity Planning Inc. boosted its stake in iShares Core U.S. Aggregate Bond ETF by 0.9% in the 4th quarter. Prosperity Planning Inc. now owns 27,857 shares of the company’s stock worth $2,699,000 after purchasing an additional 257 shares during the period. Segment Wealth Management LLC grew its stake in iShares Core U.S. Aggregate Bond ETF by 26.5% during the fourth quarter. Segment Wealth Management LLC now owns 3,328 shares of the company’s stock valued at $322,000 after acquiring an additional 698 shares in the last quarter. Charles Schwab Trust Co increased its holdings in iShares Core U.S. Aggregate Bond ETF by 3.5% in the 4th quarter. Charles Schwab Trust Co now owns 703,155 shares of the company’s stock valued at $68,136,000 after acquiring an additional 23,531 shares during the last quarter. Aspiriant LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF by 13.7% in the 4th quarter. Aspiriant LLC now owns 126,032 shares of the company’s stock worth $12,212,000 after purchasing an additional 15,186 shares in the last quarter. Finally, Brookmont Capital Management boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 48.9% during the 4th quarter. Brookmont Capital Management now owns 12,494 shares of the company’s stock valued at $1,211,000 after purchasing an additional 4,101 shares during the last quarter. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of AGG stock opened at $96.92 on Tuesday. The stock’s 50-day moving average price is $97.55 and its 200-day moving average price is $98.92. 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.