Long Run Wealth Advisors LLC Grows Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Long Run Wealth Advisors LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 4.7% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 56,134 shares of the company’s stock after purchasing an additional 2,501 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises about 1.3% of Long Run Wealth Advisors LLC’s portfolio, making the stock its 19th biggest position. Long Run Wealth Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $5,439,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of the company. Trilogy Capital Inc. boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 4.0% in the 4th quarter. Trilogy Capital Inc. now owns 19,765 shares of the company’s stock worth $1,915,000 after purchasing an additional 755 shares in the last quarter. Robertson Stephens Wealth Management LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 33.0% in the 4th quarter. Robertson Stephens Wealth Management LLC now owns 374,094 shares of the company’s stock worth $36,250,000 after purchasing an additional 92,851 shares in the last quarter. Onyx Bridge Wealth Group LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 5.9% in the 4th quarter. Onyx Bridge Wealth Group LLC now owns 221,021 shares of the company’s stock worth $21,417,000 after purchasing an additional 12,404 shares in the last quarter. Inman Jager Wealth Management LLC acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth $605,000. Finally, Summit Wealth Partners LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.1% in the 4th quarter. Summit Wealth Partners LLC now owns 235,825 shares of the company’s stock worth $22,851,000 after purchasing an additional 2,672 shares in the last quarter. 83.63% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.5 %

Shares of AGG opened at $97.87 on Thursday. The stock has a 50-day moving average of $97.42 and a two-hundred day moving average of $98.86. iShares Core U.S. Aggregate Bond ETF has a one year low of $94.85 and a one year high of $102.04.

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.