Merkkuri Wealth Advisors LLC Raises Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Merkkuri Wealth Advisors LLC raised its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 10.1% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 35,373 shares of the company’s stock after purchasing an additional 3,242 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for 2.7% of Merkkuri Wealth Advisors LLC’s portfolio, making the stock its 12th largest position. Merkkuri Wealth Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $3,428,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also made changes to their positions in AGG. Oliver Lagore Vanvalin Investment Group boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 162.9% in the second quarter. Oliver Lagore Vanvalin Investment Group now owns 255 shares of the company’s stock worth $25,000 after buying an additional 158 shares during the period. Kozak & Associates Inc. acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at approximately $26,000. ST Germain D J Co. Inc. lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 1,020.0% in the 3rd quarter. ST Germain D J Co. Inc. now owns 280 shares of the company’s stock worth $28,000 after buying an additional 255 shares during the last quarter. Wagner Wealth Management LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 30,500.0% during the third quarter. Wagner Wealth Management LLC now owns 306 shares of the company’s stock valued at $31,000 after purchasing an additional 305 shares during the last quarter. Finally, Kimelman & Baird LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF in the second quarter valued at $36,000. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Price Performance

iShares Core U.S. Aggregate Bond ETF stock opened at $97.01 on Friday. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $94.85 and a 52-week high of $102.04. The firm has a 50-day moving average price of $97.50 and a two-hundred day moving average price of $98.88.

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.