Tanager Wealth Management LLP Raises Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Tanager Wealth Management LLP grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 106.2% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 346,208 shares of the company’s stock after buying an additional 178,347 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up 4.4% of Tanager Wealth Management LLP’s portfolio, making the stock its 7th largest position. Tanager Wealth Management LLP’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $33,548,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Mesirow Financial Investment Management Inc. lifted its stake in iShares Core U.S. Aggregate Bond ETF by 0.8% in the 3rd quarter. Mesirow Financial Investment Management Inc. now owns 12,674 shares of the company’s stock valued at $1,283,000 after purchasing an additional 104 shares during the last quarter. Howe & Rusling Inc. lifted its stake in iShares Core U.S. Aggregate Bond ETF by 2.4% in the 3rd quarter. Howe & Rusling Inc. now owns 4,414 shares of the company’s stock valued at $447,000 after purchasing an additional 105 shares during the last quarter. Cornerstone Wealth Management LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF by 2.1% in the 3rd quarter. Cornerstone Wealth Management LLC now owns 5,196 shares of the company’s stock valued at $526,000 after purchasing an additional 109 shares during the last quarter. Braun Bostich & Associates Inc. lifted its stake in iShares Core U.S. Aggregate Bond ETF by 4.5% in the 4th quarter. Braun Bostich & Associates Inc. now owns 2,533 shares of the company’s stock valued at $245,000 after purchasing an additional 109 shares during the last quarter. Finally, Heritage Wealth Management Inc. CA lifted its stake in iShares Core U.S. Aggregate Bond ETF by 0.7% in the 3rd quarter. Heritage Wealth Management Inc. CA now owns 17,410 shares of the company’s stock valued at $1,763,000 after purchasing an additional 116 shares during the last quarter. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA:AGG opened at $97.35 on Wednesday. The firm has a 50 day simple moving average of $97.44 and a 200 day simple moving average of $98.87. iShares Core U.S. Aggregate Bond ETF has a one year low of $94.85 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.