Regent Peak Wealth Advisors LLC Acquires Shares of 3,138 iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Regent Peak Wealth Advisors LLC acquired a new stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 3,138 shares of the company’s stock, valued at approximately $304,000.

A number of other institutional investors have also made changes to their positions in the business. Oliver Lagore Vanvalin Investment Group raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 162.9% in the second quarter. Oliver Lagore Vanvalin Investment Group now owns 255 shares of the company’s stock valued at $25,000 after purchasing an additional 158 shares during the period. Kozak & Associates Inc. bought a new position in iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at about $26,000. ST Germain D J Co. Inc. lifted its position in iShares Core U.S. Aggregate Bond ETF by 1,020.0% during the third quarter. ST Germain D J Co. Inc. now owns 280 shares of the company’s stock worth $28,000 after acquiring an additional 255 shares during the last quarter. Wagner Wealth Management LLC boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 30,500.0% during the third quarter. Wagner Wealth Management LLC now owns 306 shares of the company’s stock worth $31,000 after acquiring an additional 305 shares during the period. Finally, Kimelman & Baird LLC acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF in the second quarter valued at approximately $36,000. 83.63% of the stock is owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Stock Performance

NYSEARCA:AGG traded down $0.27 during mid-day trading on Tuesday, hitting $96.44. 3,721,297 shares of the stock were exchanged, compared to its average volume of 5,913,748. The firm’s 50-day simple moving average is $97.91 and its 200 day simple moving average is $98.97. 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 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.