Wambolt & Associates LLC Acquires Shares of 2,044 iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Wambolt & Associates LLC acquired a new stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund acquired 2,044 shares of the company’s stock, valued at approximately $235,000.

A number of other institutional investors and hedge funds have also made changes to their positions in AGG. Pure Financial Advisors Inc. boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 2.6% in the 2nd quarter. Pure Financial Advisors Inc. now owns 54,165 shares of the company’s stock valued at $6,247,000 after purchasing an additional 1,363 shares in the last quarter. Gradient Investments LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 16.3% during the 2nd quarter. Gradient Investments LLC now owns 844 shares of the company’s stock valued at $97,000 after acquiring an additional 118 shares during the period. Prosperity Planning Inc. lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 4.3% during the 2nd quarter. Prosperity Planning Inc. now owns 29,000 shares of the company’s stock valued at $3,345,000 after acquiring an additional 1,200 shares during the period. First National Bank of South Miami lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 190.5% during the 2nd quarter. First National Bank of South Miami now owns 9,620 shares of the company’s stock valued at $1,109,000 after acquiring an additional 6,309 shares during the period. Finally, ETF Portfolio Partners Inc. lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 34.5% during the 2nd quarter. ETF Portfolio Partners Inc. now owns 365,540 shares of the company’s stock valued at $42,158,000 after acquiring an additional 93,817 shares during the period. 80.27% of the stock is currently owned by institutional investors.

AGG stock opened at $114.63 on Thursday. The firm has a 50 day moving average of $115.59 and a 200-day moving average of $115.16. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $113.20 and a 12-month high of $118.45.

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.

Further Reading: ESG Score

Institutional Ownership by Quarter for iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

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