Family Firm Inc. Raises Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Family Firm Inc. boosted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 1.1% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 54,847 shares of the company’s stock after buying an additional 593 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up approximately 0.9% of Family Firm Inc.’s portfolio, making the stock its 24th biggest position. Family Firm Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $5,315,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of AGG. Haverford Trust Co lifted its position in iShares Core U.S. Aggregate Bond ETF by 16.1% in the third quarter. Haverford Trust Co now owns 7,213 shares of the company’s stock valued at $730,000 after purchasing an additional 1,000 shares during the last quarter. OneDigital Investment Advisors LLC lifted its position in iShares Core U.S. Aggregate Bond ETF by 18.2% in the third quarter. OneDigital Investment Advisors LLC now owns 95,872 shares of the company’s stock valued at $9,709,000 after purchasing an additional 14,748 shares during the last quarter. Oak Harbor Wealth Partners LLC lifted its position in iShares Core U.S. Aggregate Bond ETF by 17.1% in the third quarter. Oak Harbor Wealth Partners LLC now owns 137,370 shares of the company’s stock valued at $13,912,000 after purchasing an additional 20,081 shares during the last quarter. Dearborn Partners LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 0.8% during the third quarter. Dearborn Partners LLC now owns 17,616 shares of the company’s stock valued at $1,784,000 after acquiring an additional 135 shares in the last quarter. Finally, Black Diamond Financial LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 14.6% during the third quarter. Black Diamond Financial LLC now owns 224,351 shares of the company’s stock valued at $22,769,000 after acquiring an additional 28,620 shares in the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Down 0.2 %

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $98.28 on Friday. The company has a market cap of $123.83 billion, a PE ratio of 125.24 and a beta of 0.20. The business has a 50 day moving average of $97.58 and a 200 day moving average of $98.60. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $94.85 and a 52 week high of $102.04.

iShares Core U.S. Aggregate Bond ETF Company 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.