KFG Wealth Management LLC Has $4.78 Million Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

KFG Wealth Management LLC lessened its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 3.5% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 48,806 shares of the company’s stock after selling 1,784 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises 2.0% of KFG Wealth Management LLC’s investment portfolio, making the stock its 12th biggest holding. KFG Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $4,780,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also recently made changes to their positions in the business. Long Run Wealth Advisors LLC lifted its position in iShares Core U.S. Aggregate Bond ETF by 0.5% during the 4th quarter. Long Run Wealth Advisors LLC now owns 20,150 shares of the company’s stock valued at $2,000,000 after acquiring an additional 105 shares during the period. Carmichael Hill & Associates Inc. boosted its stake in iShares Core U.S. Aggregate Bond ETF by 6.6% in the 4th quarter. Carmichael Hill & Associates Inc. now owns 1,697 shares of the company’s stock worth $168,000 after purchasing an additional 105 shares in the last quarter. CGN Advisors LLC grew its position in iShares Core U.S. Aggregate Bond ETF by 0.4% during the 1st quarter. CGN Advisors LLC now owns 25,898 shares of the company’s stock valued at $2,536,000 after purchasing an additional 107 shares during the last quarter. O Connor Financial Group LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 4.4% during the fourth quarter. O Connor Financial Group LLC now owns 2,676 shares of the company’s stock valued at $266,000 after buying an additional 112 shares during the last quarter. Finally, Vestor Capital LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF by 23.1% during the 4th quarter. Vestor Capital LLC now owns 613 shares of the company’s stock valued at $61,000 after purchasing an additional 115 shares during the last quarter. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA AGG traded up $0.52 during trading on Wednesday, reaching $97.09. 4,061,079 shares of the company traded hands, compared to its average volume of 8,271,104. The firm has a 50 day simple moving average of $96.71 and a 200-day simple moving average of $97.34. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $91.58 and a 52-week high of $99.70.

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.