High Net Worth Advisory Group LLC Has $9.97 Million Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

High Net Worth Advisory Group LLC raised its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 2.7% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 101,793 shares of the company’s stock after buying an additional 2,685 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises about 3.9% of High Net Worth Advisory Group LLC’s investment portfolio, making the stock its 4th biggest position. High Net Worth Advisory Group LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $9,971,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also recently made changes to their positions in the company. Jones Financial Companies Lllp raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 2.2% during the 1st quarter. Jones Financial Companies Lllp now owns 83,962,032 shares of the company’s stock valued at $8,365,977,000 after buying an additional 1,793,268 shares in the last quarter. Moneta Group Investment Advisors LLC grew its position in iShares Core U.S. Aggregate Bond ETF by 90,331.9% during the fourth quarter. Moneta Group Investment Advisors LLC now owns 62,881,813 shares of the company’s stock valued at $6,098,907,000 after acquiring an additional 62,812,278 shares during the last quarter. Raymond James & Associates raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 8.9% during the first quarter. Raymond James & Associates now owns 51,098,057 shares of the company’s stock worth $5,091,410,000 after acquiring an additional 4,178,414 shares in the last quarter. Envestnet Asset Management Inc. lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 18.6% in the 1st quarter. Envestnet Asset Management Inc. now owns 41,245,264 shares of the company’s stock worth $4,109,678,000 after acquiring an additional 6,466,535 shares during the last quarter. Finally, Bank of America Corp DE lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 34.1% in the 4th quarter. Bank of America Corp DE now owns 40,024,464 shares of the company’s stock worth $3,881,973,000 after acquiring an additional 10,183,968 shares during the last quarter. Institutional investors own 83.21% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of AGG stock traded down $0.13 on Friday, hitting $95.58. 1,662,045 shares of the company’s stock traded hands, compared to its average volume of 7,195,488. The company’s fifty day simple moving average is $96.62 and its 200 day simple moving average is $97.95. iShares Core U.S. Aggregate Bond ETF has a one year low of $93.20 and a one year high of $101.15.

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.