Fi3 FINANCIAL ADVISORS LLC Makes New $4.29 Million Investment in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Fi3 FINANCIAL ADVISORS LLC acquired a new position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm acquired 44,286 shares of the company’s stock, valued at approximately $4,291,000. iShares Core U.S. Aggregate Bond ETF accounts for 1.6% of Fi3 FINANCIAL ADVISORS LLC’s holdings, making the stock its 15th biggest position.

Several other institutional investors and hedge funds have also bought and sold shares of AGG. Diversified Enterprises LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 6.6% in the 4th quarter. Diversified Enterprises LLC now owns 122,104 shares of the company’s stock valued at $11,832,000 after purchasing an additional 7,526 shares during the period. Professional Financial Advisors LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.3% in the 4th 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 period. Fairvoy Private Wealth LLC purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at approximately $12,479,000. WealthTrust Asset Management LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 0.3% in the 4th quarter. WealthTrust Asset Management LLC now owns 59,467 shares of the company’s stock valued at $5,762,000 after purchasing an additional 198 shares during the period. Finally, Kingsview Wealth Management LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 35.9% in the 4th quarter. Kingsview Wealth Management LLC now owns 1,286,651 shares of the company’s stock valued at $124,676,000 after purchasing an additional 339,637 shares during the period. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Down 0.1 %

Shares of NYSEARCA:AGG opened at $98.74 on Friday. The stock has a fifty day simple moving average of $97.80 and a two-hundred day simple moving average of $98.54. The stock has a market capitalization of $125.40 billion, a price-to-earnings ratio of 125.34 and a beta of 0.22. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $94.85 and a 12-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.