iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Holdings Lifted by Axxcess Wealth Management LLC

Axxcess Wealth Management LLC grew its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 2.5% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,650,710 shares of the company’s stock after purchasing an additional 39,778 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for about 4.2% of Axxcess Wealth Management LLC’s investment portfolio, making the stock its 3rd largest position. Axxcess Wealth Management LLC owned about 0.14% of iShares Core U.S. Aggregate Bond ETF worth $160,234,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also modified their holdings of AGG. First Community Trust NA purchased a new position in iShares Core U.S. Aggregate Bond ETF during the first quarter worth about $25,000. Vima LLC purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth about $27,000. Lynx Investment Advisory acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the second quarter worth approximately $28,000. Atlas Capital Advisors LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the first quarter valued at approximately $29,000. Finally, Elevate Wealth Advisory Inc. acquired a new position in iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth approximately $31,000. 83.63% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.2 %

NYSEARCA:AGG opened at $101.98 on Tuesday. The firm’s 50 day moving average is $99.71 and its two-hundred day moving average is $97.85. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $91.58 and a fifty-two week 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.