Regent Peak Wealth Advisors LLC Takes $304,000 Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Regent Peak Wealth Advisors LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund bought 3,138 shares of the company’s stock, valued at approximately $304,000.

Other large investors also recently made changes to their positions in the company. Oliver Lagore Vanvalin Investment Group raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 162.9% during the second quarter. Oliver Lagore Vanvalin Investment Group now owns 255 shares of the company’s stock worth $25,000 after acquiring an additional 158 shares in the last quarter. Kozak & Associates Inc. purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth about $26,000. ST Germain D J Co. Inc. lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1,020.0% during the 3rd quarter. ST Germain D J Co. Inc. now owns 280 shares of the company’s stock valued at $28,000 after buying an additional 255 shares during the last quarter. Wagner Wealth Management LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF by 30,500.0% in the third quarter. Wagner Wealth Management LLC now owns 306 shares of the company’s stock worth $31,000 after buying an additional 305 shares during the last quarter. Finally, Kimelman & Baird LLC bought a new position in iShares Core U.S. Aggregate Bond ETF during the second quarter valued at approximately $36,000. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

AGG stock opened at $96.92 on Tuesday. The firm has a 50 day moving average of $97.58 and a two-hundred day moving average of $98.92. 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.