Heritage Financial Services LLC Purchases 1,800 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Heritage Financial Services LLC grew its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 2.6% during the 3rd quarter, Holdings Channel reports. The institutional investor owned 70,430 shares of the company’s stock after buying an additional 1,800 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up approximately 0.9% of Heritage Financial Services LLC’s portfolio, making the stock its 11th largest position. Heritage Financial Services LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $7,132,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of the business. WMS Partners LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 0.9% during the 1st quarter. WMS Partners LLC now owns 96,744 shares of the company’s stock valued at $9,475,000 after acquiring an additional 901 shares during the period. Skyline Advisors Inc. increased its holdings in iShares Core U.S. Aggregate Bond ETF by 0.9% in the 1st quarter. Skyline Advisors Inc. now owns 159,063 shares of the company’s stock valued at $15,579,000 after buying an additional 1,352 shares during the period. FineMark National Bank & Trust raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 0.7% in the 2nd quarter. FineMark National Bank & Trust now owns 14,659 shares of the company’s stock valued at $1,423,000 after buying an additional 108 shares in the last quarter. Conservest Capital Advisors Inc. lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 4.0% during the 1st quarter. Conservest Capital Advisors Inc. now owns 122,812 shares of the company’s stock worth $12,028,000 after acquiring an additional 4,746 shares during the period. Finally, Spectrum Investment Advisors Inc. boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 24.1% during the 2nd quarter. Spectrum Investment Advisors Inc. now owns 46,767 shares of the company’s stock worth $4,540,000 after acquiring an additional 9,087 shares in the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of AGG opened at $98.79 on Friday. The firm has a 50 day simple moving average of $100.57 and a two-hundred day simple moving average of $98.39. iShares Core U.S. Aggregate Bond ETF has a one year low of $91.92 and a one year 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.