iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Acquired by Zhang Financial LLC

Zhang Financial LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 37.5% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 32,089 shares of the company’s stock after acquiring an additional 8,752 shares during the quarter. Zhang Financial LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $3,109,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of AGG. Mesirow Financial Investment Management Inc. grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 0.8% in the 3rd quarter. Mesirow Financial Investment Management Inc. now owns 12,674 shares of the company’s stock valued at $1,283,000 after buying an additional 104 shares during the period. Evergreen Capital Management LLC grew its position in iShares Core U.S. Aggregate Bond ETF by 0.6% in the second quarter. Evergreen Capital Management LLC now owns 16,518 shares of the company’s stock worth $1,603,000 after acquiring an additional 105 shares during the period. Howe & Rusling Inc. increased its stake in iShares Core U.S. Aggregate Bond ETF by 2.4% during the third quarter. Howe & Rusling Inc. now owns 4,414 shares of the company’s stock worth $447,000 after acquiring an additional 105 shares during the last quarter. Cornerstone Wealth Management LLC raised its position in iShares Core U.S. Aggregate Bond ETF by 2.1% in the third quarter. Cornerstone Wealth Management LLC now owns 5,196 shares of the company’s stock valued at $526,000 after purchasing an additional 109 shares during the period. Finally, Heritage Wealth Management Inc. CA lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 0.7% in the 3rd quarter. Heritage Wealth Management Inc. CA now owns 17,410 shares of the company’s stock valued at $1,763,000 after purchasing an additional 116 shares during the last quarter. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

NYSEARCA AGG opened at $96.92 on Monday. The stock has a fifty day simple moving average of $97.58 and a 200-day simple moving average of $98.91. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $94.85 and a twelve month 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.