Childress Capital Advisors LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 14.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 8,300 shares of the company’s stock after buying an additional 1,050 shares during the quarter. Childress Capital Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $804,000 as of its most recent SEC filing.
A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. Alliance Wealth Advisors LLC UT purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth approximately $366,000. GDS Wealth Management raised its holdings in iShares Core U.S. Aggregate Bond ETF by 8.6% during the fourth quarter. GDS Wealth Management now owns 2,880 shares of the company’s stock worth $279,000 after purchasing an additional 229 shares during the last quarter. Holistic Planning LLC boosted its position in iShares Core U.S. Aggregate Bond ETF by 28.7% during the fourth quarter. Holistic Planning LLC now owns 8,983 shares of the company’s stock worth $870,000 after purchasing an additional 2,003 shares in the last quarter. Financial Strategies Group Inc. grew its holdings in iShares Core U.S. Aggregate Bond ETF by 11.6% in the fourth quarter. Financial Strategies Group Inc. now owns 39,742 shares of the company’s stock valued at $3,813,000 after purchasing an additional 4,126 shares during the last quarter. Finally, Lazari Capital Management Inc. increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 42.2% in the fourth quarter. Lazari Capital Management Inc. now owns 20,219 shares of the company’s stock valued at $1,959,000 after buying an additional 6,000 shares in the last quarter. Institutional investors and hedge funds own 83.63% of the company’s stock.
iShares Core U.S. Aggregate Bond ETF Trading Down 0.2 %
iShares Core U.S. Aggregate Bond ETF stock opened at $97.17 on Tuesday. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $94.85 and a 52 week high of $102.04. The firm’s 50-day simple moving average is $97.47 and its 200 day simple moving average is $98.87.
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.
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