Graves Light Lenhart Wealth Inc. Acquires 16,242 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Graves Light Lenhart Wealth Inc. increased its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 1.7% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 995,574 shares of the company’s stock after acquiring an additional 16,242 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up about 12.0% of Graves Light Lenhart Wealth Inc.’s portfolio, making the stock its biggest holding. Graves Light Lenhart Wealth Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $96,471,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in AGG. Rosenberg Matthew Hamilton grew its stake in iShares Core U.S. Aggregate Bond ETF by 14.9% in the 4th quarter. Rosenberg Matthew Hamilton now owns 4,463 shares of the company’s stock valued at $432,000 after acquiring an additional 580 shares during the period. Signal Advisors Wealth LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 77.7% in the 4th quarter. Signal Advisors Wealth LLC now owns 162,237 shares of the company’s stock valued at $15,721,000 after buying an additional 70,914 shares during the period. Professional Financial Advisors LLC raised its position in iShares Core U.S. Aggregate Bond ETF by 1.3% in the 4th quarter. Professional Financial Advisors LLC now owns 664,736 shares of the company’s stock valued at $64,413,000 after purchasing an additional 8,242 shares in the last quarter. Christensen King & Associates Investment Services Inc. lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 10.0% during the 4th quarter. Christensen King & Associates Investment Services Inc. now owns 25,088 shares of the company’s stock worth $2,428,000 after purchasing an additional 2,274 shares during the last quarter. Finally, Dale Q Rice Investment Management Ltd acquired a new position in iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at approximately $964,000. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Trading Down 0.1 %

Shares of NYSEARCA AGG opened at $95.85 on Tuesday. The stock has a 50 day moving average of $97.71 and a two-hundred day moving average of $98.92. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $94.85 and a twelve month high of $102.04.

iShares Core U.S. Aggregate Bond ETF Company 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.