Boyd Wealth Management LLC Boosts Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Boyd Wealth Management LLC grew its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 6.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 140,868 shares of the company’s stock after purchasing an additional 8,017 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up approximately 8.7% of Boyd Wealth Management LLC’s investment portfolio, making the stock its 3rd largest holding. Boyd Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $13,981,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of AGG. First Pacific Financial bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at about $25,000. Parkside Financial Bank & Trust raised its holdings in iShares Core U.S. Aggregate Bond ETF by 191.1% during the second quarter. Parkside Financial Bank & Trust now owns 294 shares of the company’s stock worth $29,000 after acquiring an additional 193 shares in the last quarter. Arlington Trust Co LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth about $33,000. Annis Gardner Whiting Capital Advisors LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF during the third quarter worth about $34,000. Finally, Kozak & Associates Inc. bought a new stake in iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth about $35,000. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

AGG traded up $0.10 on Friday, hitting $95.38. 9,121,707 shares of the company were exchanged, compared to its average volume of 9,307,015. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $91.58 and a 12 month high of $100.42. The stock’s fifty day moving average is $97.12 and its 200-day moving average is $96.53.

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.