Summit Wealth Partners LLC Has $22.85 Million Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Summit Wealth Partners LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 1.1% in the fourth quarter, HoldingsChannel reports. The firm owned 235,825 shares of the company’s stock after acquiring an additional 2,672 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises about 4.7% of Summit Wealth Partners LLC’s investment portfolio, making the stock its 2nd largest holding. Summit Wealth Partners LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $22,851,000 at the end of the most recent reporting period.

Several other large investors have also recently made changes to their positions in the stock. Raymond James & Associates raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 3.5% in the 3rd quarter. Raymond James & Associates now owns 71,065,150 shares of the company’s stock worth $7,196,768,000 after acquiring an additional 2,376,267 shares in the last quarter. US Bancorp DE raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 11.1% in the 3rd quarter. US Bancorp DE now owns 37,260,740 shares of the company’s stock worth $3,697,061,000 after acquiring an additional 3,717,053 shares in the last quarter. Wealth Enhancement Advisory Services LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.8% in the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 13,048,808 shares of the company’s stock worth $1,321,453,000 after acquiring an additional 230,711 shares in the last quarter. First Citizens Bank & Trust Co. raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 8.6% in the 3rd quarter. First Citizens Bank & Trust Co. now owns 10,322,474 shares of the company’s stock worth $1,045,357,000 after acquiring an additional 820,373 shares in the last quarter. Finally, WealthNavi Inc. raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 2.4% in the 3rd quarter. WealthNavi Inc. now owns 9,862,677 shares of the company’s stock worth $998,793,000 after acquiring an additional 232,340 shares in the last quarter. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

AGG opened at $97.87 on Thursday. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $94.85 and a 12 month high of $102.04. The stock has a fifty day moving average price of $97.42 and a 200-day moving average price of $98.86.

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.