Somnio Financial Group LLC Has $10.95 Million Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Somnio Financial Group LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 7.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 112,975 shares of the company’s stock after buying an additional 7,554 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up 8.8% of Somnio Financial Group LLC’s portfolio, making the stock its 4th biggest position. Somnio Financial Group LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $10,947,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds also recently modified their holdings of the stock. Confluence Investment Management LLC bought a new position in iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at approximately $484,000. Kopp Family Office LLC acquired a new position in iShares Core U.S. Aggregate Bond ETF in the 3rd quarter worth $9,823,000. B. Riley Wealth Advisors Inc. increased its holdings in iShares Core U.S. Aggregate Bond ETF by 11.0% during the 3rd quarter. B. Riley Wealth Advisors Inc. now owns 90,199 shares of the company’s stock worth $9,114,000 after purchasing an additional 8,911 shares in the last quarter. Brass Tax Wealth Management Inc. acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 3rd quarter valued at about $1,659,000. Finally, 1ST Source Bank lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 2.9% in the third quarter. 1ST Source Bank now owns 50,417 shares of the company’s stock valued at $5,106,000 after purchasing an additional 1,419 shares in the last quarter. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.1 %

iShares Core U.S. Aggregate Bond ETF stock traded up $0.05 during midday trading on Thursday, reaching $96.95. The stock had a trading volume of 3,031,036 shares, compared to its average volume of 8,226,703. The firm’s fifty day simple moving average is $98.02 and its 200-day simple moving average is $98.99. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $94.85 and a 1-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.