Opes Wealth Management LLC Has $8.74 Million Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Opes Wealth Management LLC grew its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 8.3% during the 4th quarter, Holdings Channel.com reports. The firm owned 90,179 shares of the company’s stock after purchasing an additional 6,931 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for about 1.8% of Opes Wealth Management LLC’s portfolio, making the stock its 15th largest holding. Opes Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $8,738,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Professional Financial Advisors LLC grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.3% in the fourth quarter. Professional Financial Advisors LLC now owns 664,736 shares of the company’s stock valued at $64,413,000 after purchasing an additional 8,242 shares during the last quarter. Fairvoy Private Wealth LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at approximately $12,479,000. Kingsview Wealth Management LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 35.9% in the fourth quarter. Kingsview Wealth Management LLC now owns 1,286,651 shares of the company’s stock valued at $124,676,000 after buying an additional 339,637 shares during the period. Drucker Wealth 3.0 LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 6.3% in the third quarter. Drucker Wealth 3.0 LLC now owns 5,724 shares of the company’s stock valued at $580,000 after buying an additional 340 shares during the period. Finally, World Investment Advisors LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1,845.5% in the third quarter. World Investment Advisors LLC now owns 320,965 shares of the company’s stock valued at $32,037,000 after buying an additional 304,467 shares during the period. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.4 %

Shares of AGG stock opened at $97.70 on Friday. The stock has a 50 day simple moving average of $97.17 and a 200 day simple moving average of $98.82. 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.