Acima Private Wealth LLC Has $7.38 Million Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Acima Private Wealth LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 10.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 76,186 shares of the company’s stock after purchasing an additional 7,172 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises 2.5% of Acima Private Wealth LLC’s holdings, making the stock its 12th largest position. Acima Private Wealth LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $7,382,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also recently added to or reduced their stakes in AGG. Mesirow Financial Investment Management Inc. raised its position in iShares Core U.S. Aggregate Bond ETF by 0.8% during the third quarter. Mesirow Financial Investment Management Inc. now owns 12,674 shares of the company’s stock valued at $1,283,000 after purchasing an additional 104 shares in the last quarter. Howe & Rusling Inc. grew its stake in shares of 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 buying an additional 105 shares during the last quarter. Braun Bostich & Associates Inc. grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 4.5% during the fourth quarter. Braun Bostich & Associates Inc. now owns 2,533 shares of the company’s stock worth $245,000 after buying an additional 109 shares during the last quarter. Vestia Personal Wealth Advisors grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 5.1% during the fourth quarter. Vestia Personal Wealth Advisors now owns 2,493 shares of the company’s stock worth $242,000 after buying an additional 121 shares during the last quarter. Finally, Mount Yale Investment Advisors LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.5% during the fourth quarter. Mount Yale Investment Advisors LLC now owns 8,246 shares of the company’s stock worth $799,000 after buying an additional 122 shares during the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

NYSEARCA AGG opened at $98.81 on Friday. The firm’s fifty day moving average price is $97.18 and its two-hundred day moving average price is $98.73. The stock has a market cap of $124.50 billion, a PE ratio of 125.24 and a beta of 0.20. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $94.85 and a fifty-two week 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.