Marcum Wealth LLC Purchases 63,436 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Marcum Wealth LLC increased its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 38.3% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 229,041 shares of the company’s stock after buying an additional 63,436 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for approximately 1.9% of Marcum Wealth LLC’s investment portfolio, making the stock its 11th largest position. Marcum Wealth LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $22,194,000 at the end of the most recent quarter.

Several other hedge funds have also added to or reduced their stakes in the business. Oliver Lagore Vanvalin Investment Group raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 162.9% during the second quarter. Oliver Lagore Vanvalin Investment Group now owns 255 shares of the company’s stock valued at $25,000 after acquiring an additional 158 shares during the last quarter. Kozak & Associates Inc. acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at $26,000. ST Germain D J Co. Inc. raised its position in iShares Core U.S. Aggregate Bond ETF by 1,020.0% during the 3rd quarter. ST Germain D J Co. Inc. now owns 280 shares of the company’s stock worth $28,000 after purchasing an additional 255 shares during the last quarter. 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 buying an additional 305 shares during the period. Finally, Kimelman & Baird LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 2nd quarter valued at about $36,000. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of AGG opened at $95.85 on Tuesday. The business has a 50-day moving average of $97.71 and a 200-day moving average of $98.92. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $94.85 and a 1 year high of $102.04.

About iShares Core U.S. Aggregate Bond ETF

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.