iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) is Elwood & Goetz Wealth Advisory Group LLC’s 4th Largest Position

Elwood & Goetz Wealth Advisory Group LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 9.2% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 396,663 shares of the company’s stock after purchasing an additional 33,490 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises about 8.3% of Elwood & Goetz Wealth Advisory Group LLC’s investment portfolio, making the stock its 4th largest position. Elwood & Goetz Wealth Advisory Group LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $39,369,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in the company. Moneta Group Investment Advisors LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 90,331.9% during the fourth quarter. Moneta Group Investment Advisors LLC now owns 62,881,813 shares of the company’s stock valued at $6,098,907,000 after purchasing an additional 62,812,278 shares during the last quarter. Envestnet Portfolio Solutions Inc. bought a new position in iShares Core U.S. Aggregate Bond ETF during the 3rd quarter worth $1,416,230,000. Charles Schwab Investment Management Inc. increased its position in iShares Core U.S. Aggregate Bond ETF by 120.7% in the third quarter. Charles Schwab Investment Management Inc. now owns 18,145,366 shares of the company’s stock worth $1,706,332,000 after buying an additional 9,923,920 shares during the period. TIAA Trust National Association bought a new stake in iShares Core U.S. Aggregate Bond ETF in the third quarter valued at $657,826,000. Finally, Mercer Global Advisors Inc. ADV lifted its position in iShares Core U.S. Aggregate Bond ETF by 95.1% in the 2nd quarter. Mercer Global Advisors Inc. ADV now owns 10,636,769 shares of the company’s stock valued at $1,041,872,000 after purchasing an additional 5,186,189 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

NYSEARCA AGG opened at $97.94 on Friday. The company has a 50-day moving average price of $97.70 and a two-hundred day moving average price of $96.38. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $91.58 and a 52 week high of $100.98.

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.