iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) is Juncture Wealth Strategies LLC’s 7th Largest Position

Juncture Wealth Strategies LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 12.1% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 73,763 shares of the company’s stock after acquiring an additional 7,951 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for about 2.7% of Juncture Wealth Strategies LLC’s investment portfolio, making the stock its 7th largest holding. Juncture Wealth Strategies LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $7,148,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently bought and sold shares of the business. Mesirow Financial Investment Management Inc. raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 0.8% during the third quarter. Mesirow Financial Investment Management Inc. now owns 12,674 shares of the company’s stock valued at $1,283,000 after acquiring an additional 104 shares in the last quarter. Howe & Rusling Inc. increased its position in iShares Core U.S. Aggregate Bond ETF by 2.4% during 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 period. Cornerstone Wealth Management LLC raised its holdings 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 worth $526,000 after purchasing an additional 109 shares in the last quarter. Braun Bostich & Associates Inc. boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 4.5% during 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 in the last quarter. Finally, Heritage Wealth Management Inc. CA increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 0.7% during the third quarter. Heritage Wealth Management Inc. CA now owns 17,410 shares of the company’s stock valued at $1,763,000 after buying an additional 116 shares during the period. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.2 %

AGG stock opened at $97.01 on Friday. The business’s 50 day moving average price is $97.50 and its two-hundred day moving average price is $98.88. 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 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.