iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Stake Lifted by Omega Financial Group LLC

Omega Financial Group LLC grew its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 18.8% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 160,259 shares of the company’s stock after buying an additional 25,322 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for 5.9% of Omega Financial Group LLC’s holdings, making the stock its 2nd largest holding. Omega Financial Group LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $15,529,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also made changes to their positions in AGG. JGP Wealth Management LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 65.4% in the 4th quarter. JGP Wealth Management LLC now owns 21,267 shares of the company’s stock valued at $2,061,000 after purchasing an additional 8,407 shares in the last quarter. Ritholtz Wealth Management increased its holdings in iShares Core U.S. Aggregate Bond ETF by 3.5% during the fourth quarter. Ritholtz Wealth Management now owns 917,718 shares of the company’s stock valued at $88,927,000 after buying an additional 30,710 shares during the period. SignalPoint Asset Management LLC raised its stake in iShares Core U.S. Aggregate Bond ETF by 94.0% in the fourth quarter. SignalPoint Asset Management LLC now owns 3,944 shares of the company’s stock worth $382,000 after buying an additional 1,911 shares in the last quarter. Freestate Advisors LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 5.5% during the fourth quarter. Freestate Advisors LLC now owns 88,822 shares of the company’s stock worth $8,607,000 after buying an additional 4,642 shares during the period. Finally, MPS Loria Financial Planners LLC boosted its position in iShares Core U.S. Aggregate Bond ETF by 2.1% during the 4th quarter. MPS Loria Financial Planners LLC now owns 35,758 shares of the company’s stock valued at $3,465,000 after acquiring an additional 732 shares in the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.2 %

Shares of NYSEARCA:AGG opened at $96.92 on Friday. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $94.85 and a 12-month high of $102.04. The business’s fifty day simple moving average is $97.64 and its 200-day simple moving average is $98.90.

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.