Heritage Financial Services LLC Has $7.54 Million Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Heritage Financial Services LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 10.5% during the fourth quarter, Holdings Channel.com reports. The fund owned 77,805 shares of the company’s stock after buying an additional 7,375 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for approximately 1.0% of Heritage Financial Services LLC’s holdings, making the stock its 11th largest holding. Heritage Financial Services LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $7,539,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also bought and sold shares of AGG. Mesirow Financial Investment Management Inc. lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 0.8% in 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 last quarter. Howe & Rusling Inc. lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 2.4% during the 3rd quarter. Howe & Rusling Inc. now owns 4,414 shares of the company’s stock valued at $447,000 after purchasing an additional 105 shares during the last quarter. Cornerstone Wealth Management LLC boosted its position in iShares Core U.S. Aggregate Bond ETF by 2.1% during the third quarter. Cornerstone Wealth Management LLC now owns 5,196 shares of the company’s stock worth $526,000 after purchasing an additional 109 shares during the period. Braun Bostich & Associates Inc. increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 4.5% in the fourth quarter. Braun Bostich & Associates Inc. now owns 2,533 shares of the company’s stock valued at $245,000 after purchasing an additional 109 shares during the last quarter. Finally, Heritage Wealth Management Inc. CA raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 0.7% in the third quarter. Heritage Wealth Management Inc. CA now owns 17,410 shares of the company’s stock valued at $1,763,000 after purchasing an additional 116 shares during the period. Institutional investors own 83.63% of the company’s stock.

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

Shares of AGG stock opened at $97.60 on Friday. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $94.85 and a 52 week high of $102.04. The company has a 50-day simple moving average of $97.48 and a 200 day simple moving average of $98.88.

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.