Confluence Investment Management LLC Takes $484,000 Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Confluence Investment Management LLC purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 4,990 shares of the company’s stock, valued at approximately $484,000.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. Oliver Lagore Vanvalin Investment Group grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 162.9% in the 2nd quarter. Oliver Lagore Vanvalin Investment Group now owns 255 shares of the company’s stock worth $25,000 after acquiring an additional 158 shares in the last quarter. ST Germain D J Co. Inc. boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 1,020.0% during the third quarter. ST Germain D J Co. Inc. now owns 280 shares of the company’s stock worth $28,000 after purchasing an additional 255 shares during the last quarter. Wagner Wealth Management LLC grew its position in iShares Core U.S. Aggregate Bond ETF by 30,500.0% in the 3rd quarter. Wagner Wealth Management LLC now owns 306 shares of the company’s stock worth $31,000 after purchasing an additional 305 shares in the last quarter. Kimelman & Baird LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the 2nd quarter valued at about $36,000. Finally, Concord Wealth Partners lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 110.3% during the 3rd quarter. Concord Wealth Partners now owns 511 shares of the company’s stock worth $52,000 after buying an additional 268 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 Stock Up 0.0 %

AGG stock opened at $96.91 on Friday. The business has a 50 day moving average of $97.98 and a 200-day moving average of $98.97. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $94.85 and a 12-month high of $102.04.

About iShares Core U.S. Aggregate Bond ETF

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.