Strategent Financial LLC Makes New $257,000 Investment in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Strategent Financial LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) during the fourth quarter, Holdings Channel reports. The institutional investor bought 2,657 shares of the company’s stock, valued at approximately $257,000. iShares Core U.S. Aggregate Bond ETF accounts for 0.3% of Strategent Financial LLC’s holdings, making the stock its 28th largest holding.

A number of other hedge funds have also made changes to their positions in the stock. Professional Financial Advisors LLC grew its stake in iShares Core U.S. Aggregate Bond ETF by 1.3% in the fourth quarter. Professional Financial Advisors LLC now owns 664,736 shares of the company’s stock valued at $64,413,000 after purchasing an additional 8,242 shares in the last quarter. Fairvoy Private Wealth LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at approximately $12,479,000. Kingsview Wealth Management LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 35.9% in the 4th quarter. Kingsview Wealth Management LLC now owns 1,286,651 shares of the company’s stock valued at $124,676,000 after buying an additional 339,637 shares in the last quarter. Drucker Wealth 3.0 LLC raised its position in iShares Core U.S. Aggregate Bond ETF by 6.3% during the third quarter. Drucker Wealth 3.0 LLC now owns 5,724 shares of the company’s stock valued at $580,000 after acquiring an additional 340 shares in the last quarter. Finally, World Investment Advisors LLC raised its position in iShares Core U.S. Aggregate Bond ETF by 1,845.5% during the third quarter. World Investment Advisors LLC now owns 320,965 shares of the company’s stock valued at $32,037,000 after acquiring an additional 304,467 shares in the last quarter. 83.63% of the stock is owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

AGG stock opened at $98.19 on Tuesday. The firm has a 50 day moving average of $97.08 and a two-hundred day moving average of $98.73. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $94.85 and a 12 month 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.