West Branch Capital LLC Grows Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

West Branch Capital LLC boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 4.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,443 shares of the company’s stock after acquiring an additional 150 shares during the period. West Branch Capital LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $334,000 at the end of the most recent reporting period.

Several other hedge funds have also bought and sold shares of AGG. NorthLanding Financial Partners LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 7.4% in the fourth quarter. NorthLanding Financial Partners LLC now owns 84,962 shares of the company’s stock worth $8,233,000 after acquiring an additional 5,883 shares in the last quarter. Missouri Trust & Investment Co raised its holdings in iShares Core U.S. Aggregate Bond ETF by 7.1% in the fourth quarter. Missouri Trust & Investment Co now owns 2,118 shares of the company’s stock worth $205,000 after buying an additional 140 shares during the last quarter. Corepath Wealth Partners LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 6.5% in the fourth quarter. Corepath Wealth Partners LLC now owns 122,436 shares of the company’s stock worth $11,739,000 after buying an additional 7,430 shares in the last quarter. Braun Bostich & Associates Inc. grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 4.5% during the fourth quarter. Braun Bostich & Associates Inc. now owns 2,533 shares of the company’s stock valued at $245,000 after buying an additional 109 shares during the last quarter. Finally, XML Financial LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 8.1% during the fourth quarter. XML Financial LLC now owns 42,849 shares of the company’s stock valued at $4,152,000 after acquiring an additional 3,211 shares in the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA AGG opened at $97.24 on Wednesday. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $94.85 and a twelve month high of $102.04. The company has a 50 day moving average of $97.55 and a 200 day moving average of $98.92.

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.