Synergy Asset Management LLC Has $2 Million Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Synergy Asset Management LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 29.0% in the first quarter, according to its most recent filing with the SEC. The institutional investor owned 20,374 shares of the company’s stock after purchasing an additional 4,582 shares during the period. Synergy Asset Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,995,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Leonard Rickey Investment Advisors P.L.L.C. lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 2.9% during the first quarter. Leonard Rickey Investment Advisors P.L.L.C. now owns 6,321 shares of the company’s stock valued at $619,000 after purchasing an additional 179 shares in the last quarter. tru Independence LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the 1st quarter valued at about $287,000. Allspring Global Investments Holdings LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 39.1% during the 1st quarter. Allspring Global Investments Holdings LLC now owns 2,042,285 shares of the company’s stock worth $200,021,000 after buying an additional 573,621 shares in the last quarter. Colton Groome Financial Advisors LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 21.6% during the 1st quarter. Colton Groome Financial Advisors LLC now owns 186,629 shares of the company’s stock worth $18,278,000 after buying an additional 33,167 shares in the last quarter. Finally, Steele Capital Management Inc. boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 7.3% in the 1st quarter. Steele Capital Management Inc. now owns 780,702 shares of the company’s stock worth $76,462,000 after buying an additional 53,005 shares during the last quarter. 83.63% of the stock is owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of AGG traded up $0.24 on Tuesday, reaching $96.49. 2,462,077 shares of the company’s stock traded hands, compared to its average volume of 8,280,867. The stock’s 50 day simple moving average is $96.67 and its two-hundred day simple moving average is $97.37. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $91.58 and a 52-week high of $99.70.

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.