Congress Wealth Management LLC DE Purchases 1,052 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Congress Wealth Management LLC DE raised its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 1.0% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 106,918 shares of the company’s stock after purchasing an additional 1,052 shares during the quarter. Congress Wealth Management LLC DE’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $10,360,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently made changes to their positions in AGG. Braun Bostich & Associates Inc. grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 4.5% during the 4th quarter. Braun Bostich & Associates Inc. now owns 2,533 shares of the company’s stock worth $245,000 after buying an additional 109 shares in the last quarter. Vestia Personal Wealth Advisors lifted its position 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 valued at $242,000 after buying an additional 121 shares during the last quarter. Mount Yale Investment Advisors LLC lifted its position 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 valued at $799,000 after buying an additional 122 shares during the last quarter. Cadent Capital Advisors LLC boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 6.0% in the 4th quarter. Cadent Capital Advisors LLC now owns 2,172 shares of the company’s stock valued at $210,000 after buying an additional 123 shares in the last quarter. Finally, Summit Financial Strategies Inc. grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 2.0% in the 4th quarter. Summit Financial Strategies Inc. now owns 6,185 shares of the company’s stock worth $599,000 after buying an additional 123 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 Down 0.4 %

NYSEARCA:AGG opened at $98.36 on Tuesday. The firm has a 50 day moving average of $97.85 and a 200 day moving average of $98.49. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $94.85 and a 52 week high of $102.04. The stock has a market capitalization of $124.92 billion, a price-to-earnings ratio of 125.34 and a beta of 0.22.

iShares Core U.S. Aggregate Bond ETF Company 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.