Ascent Wealth Partners LLC Has $2.07 Million Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Ascent Wealth Partners LLC raised its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 8.2% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 21,307 shares of the company’s stock after purchasing an additional 1,612 shares during the period. Ascent Wealth Partners LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $2,065,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also modified their holdings of the business. Mesirow Financial Investment Management Inc. raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 0.8% during the 3rd quarter. Mesirow Financial Investment Management Inc. now owns 12,674 shares of the company’s stock valued at $1,283,000 after purchasing an additional 104 shares in the last quarter. Howe & Rusling Inc. raised its holdings in shares of 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 in the last quarter. Braun Bostich & Associates Inc. raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 4.5% during the 4th 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 in the last quarter. Vestia Personal Wealth Advisors raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 5.1% during the 4th quarter. Vestia Personal Wealth Advisors now owns 2,493 shares of the company’s stock valued at $242,000 after purchasing an additional 121 shares in the last quarter. Finally, Mount Yale Investment Advisors LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1.5% during the 4th quarter. Mount Yale Investment Advisors LLC now owns 8,246 shares of the company’s stock valued at $799,000 after purchasing an additional 122 shares in the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

iShares Core U.S. Aggregate Bond ETF stock opened at $98.02 on Friday. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $94.85 and a 1-year high of $102.04. The firm’s fifty day simple moving average is $97.08 and its 200-day simple moving average is $98.75.

iShares Core U.S. Aggregate Bond ETF Company 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.