iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Position Raised by Heartwood Wealth Advisors LLC

Heartwood Wealth Advisors LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 1.1% during the third quarter, Holdings Channel.com reports. The institutional investor owned 238,788 shares of the company’s stock after buying an additional 2,489 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for about 2.7% of Heartwood Wealth Advisors LLC’s investment portfolio, making the stock its 10th biggest holding. Heartwood Wealth Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $24,182,000 at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. First Community Trust NA purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the first quarter valued at $25,000. Oliver Lagore Vanvalin Investment Group boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 162.9% in the second quarter. Oliver Lagore Vanvalin Investment Group now owns 255 shares of the company’s stock valued at $25,000 after purchasing an additional 158 shares during the last quarter. Vima LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at $27,000. Lynx Investment Advisory purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the second quarter valued at $28,000. Finally, Atlas Capital Advisors LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the first quarter valued at $29,000. 83.63% of the stock is owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Down 0.3 %

NYSEARCA:AGG opened at $99.62 on Tuesday. iShares Core U.S. Aggregate Bond ETF has a one year low of $91.58 and a one year high of $102.04. The firm’s fifty day moving average is $100.60 and its two-hundred day moving average is $98.21.

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.