Watershed Private Wealth LLC Grows Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Watershed Private Wealth LLC boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 32.0% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 167,684 shares of the company’s stock after buying an additional 40,623 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises 6.8% of Watershed Private Wealth LLC’s portfolio, making the stock its 2nd biggest holding. Watershed Private Wealth LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $16,981,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of AGG. First Community Trust NA acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 1st quarter valued at about $25,000. 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. Lynx Investment Advisory acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the second quarter worth $28,000. Atlas Capital Advisors LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 1st quarter worth $29,000. Finally, Wagner Wealth Management LLC grew its stake in iShares Core U.S. Aggregate Bond ETF by 30,500.0% in the 3rd quarter. Wagner Wealth Management LLC now owns 306 shares of the company’s stock valued at $31,000 after buying an additional 305 shares during the last quarter. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

AGG traded up $0.39 during trading on Tuesday, hitting $99.80. The stock had a trading volume of 4,498,078 shares, compared to its average volume of 7,928,399. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $91.58 and a 12 month high of $102.04. The company has a 50 day simple moving average of $100.63 and a 200-day simple moving average of $98.29.

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.