iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Holdings Lifted by Fountainhead AM LLC

Fountainhead AM LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 387.2% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 45,491 shares of the company’s stock after buying an additional 36,153 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for approximately 1.2% of Fountainhead AM LLC’s holdings, making the stock its 19th biggest position. Fountainhead AM LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $4,515,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also modified their holdings of the company. Arkadios Wealth Advisors acquired a new stake in iShares Core U.S. Aggregate Bond ETF during the third quarter valued at $213,000. Trilogy Capital Inc. boosted its position in iShares Core U.S. Aggregate Bond ETF by 8.5% during the third quarter. Trilogy Capital Inc. now owns 20,687 shares of the company’s stock valued at $1,945,000 after purchasing an additional 1,626 shares during the last quarter. Ziegler Capital Management LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 7.9% in the third quarter. Ziegler Capital Management LLC now owns 14,165 shares of the company’s stock worth $1,332,000 after buying an additional 1,036 shares during the last quarter. Capital Investment Advisors LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 5.0% in the third quarter. Capital Investment Advisors LLC now owns 8,175 shares of the company’s stock worth $769,000 after buying an additional 391 shares during the last quarter. Finally, Impact Partnership Wealth LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 153.2% in the third quarter. Impact Partnership Wealth LLC now owns 2,137 shares of the company’s stock worth $201,000 after buying an additional 1,293 shares during the last quarter. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA:AGG traded up $0.20 on Tuesday, reaching $95.64. The company had a trading volume of 10,837,114 shares, compared to its average volume of 9,323,066. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $91.58 and a twelve month high of $100.42. The stock has a 50-day moving average price of $97.01 and a 200 day moving average price of $96.64.

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.