Souders Financial Advisors Increases Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Souders Financial Advisors increased its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 1.5% in 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 225,706 shares of the company’s stock after buying an additional 3,317 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for 3.1% of Souders Financial Advisors’ portfolio, making the stock its 7th largest position. Souders Financial Advisors’ holdings in iShares Core U.S. Aggregate Bond ETF were worth $21,871,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also bought and sold shares of the stock. Professional Financial Advisors LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.3% in the 4th quarter. Professional Financial Advisors LLC now owns 664,736 shares of the company’s stock worth $64,413,000 after acquiring an additional 8,242 shares in the last quarter. Fairvoy Private Wealth LLC bought a new position in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at approximately $12,479,000. Kingsview Wealth Management LLC boosted its position 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 worth $124,676,000 after purchasing an additional 339,637 shares in the last quarter. Drucker Wealth 3.0 LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 6.3% in the 3rd quarter. Drucker Wealth 3.0 LLC now owns 5,724 shares of the company’s stock worth $580,000 after buying an additional 340 shares during the last quarter. Finally, World Investment Advisors LLC increased its position in iShares Core U.S. Aggregate Bond ETF by 1,845.5% during the 3rd quarter. World Investment Advisors LLC now owns 320,965 shares of the company’s stock valued at $32,037,000 after buying an additional 304,467 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 Trading Down 0.3 %

Shares of NYSEARCA:AGG opened at $98.91 on Wednesday. The stock has a fifty day simple moving average of $97.32 and a two-hundred day simple moving average of $98.69. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $94.85 and a 12-month high of $102.04. The stock has a market capitalization of $124.63 billion, a price-to-earnings ratio of 125.24 and a beta of 0.20.

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.