Apexium Financial LP Buys 1,343 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Apexium Financial LP lifted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 1.7% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 80,072 shares of the company’s stock after acquiring an additional 1,343 shares during the period. Apexium Financial LP’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $7,759,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Oliver Lagore Vanvalin Investment Group raised its holdings 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 valued at $25,000 after purchasing an additional 158 shares during the last quarter. Kozak & Associates Inc. bought a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth approximately $26,000. ST Germain D J Co. Inc. raised its holdings in 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 valued at $28,000 after acquiring an additional 255 shares during the period. Wagner Wealth Management LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 30,500.0% during the 3rd quarter. Wagner Wealth Management LLC now owns 306 shares of the company’s stock worth $31,000 after purchasing an additional 305 shares during the last quarter. Finally, Kimelman & Baird LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the second quarter valued at about $36,000. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA:AGG opened at $97.01 on Monday. The business’s 50 day simple moving average is $97.50 and its 200 day simple moving average is $98.89. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $94.85 and a 1 year high of $102.04.

iShares Core U.S. Aggregate Bond ETF 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.