Yoder Wealth Management Inc. Invests $208,000 in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Yoder Wealth Management Inc. purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 2,052 shares of the company’s stock, valued at approximately $208,000.

A number of other large investors have also modified their holdings of the business. WMS Partners LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 0.9% during the first quarter. WMS Partners LLC now owns 96,744 shares of the company’s stock worth $9,475,000 after purchasing an additional 901 shares during the period. Skyline Advisors Inc. lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 0.9% during the first quarter. Skyline Advisors Inc. now owns 159,063 shares of the company’s stock worth $15,579,000 after purchasing an additional 1,352 shares during the period. FineMark National Bank & Trust lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 0.7% during the second quarter. FineMark National Bank & Trust now owns 14,659 shares of the company’s stock worth $1,423,000 after purchasing an additional 108 shares during the period. Conservest Capital Advisors Inc. lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 4.0% during the first quarter. Conservest Capital Advisors Inc. now owns 122,812 shares of the company’s stock worth $12,028,000 after purchasing an additional 4,746 shares during the period. Finally, Spectrum Investment Advisors Inc. lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 24.1% during the second quarter. Spectrum Investment Advisors Inc. now owns 46,767 shares of the company’s stock worth $4,540,000 after purchasing an additional 9,087 shares during the period. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.3 %

NYSEARCA:AGG traded up $0.27 during trading hours on Thursday, reaching $98.87. The company had a trading volume of 2,829,129 shares, compared to its average volume of 7,942,938. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $91.92 and a 1-year high of $102.04. The business’s 50 day moving average price is $100.57 and its 200-day moving average price is $98.39.

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.