iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Purchased by Welch & Forbes LLC

Welch & Forbes LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 22.7% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 11,858 shares of the company’s stock after purchasing an additional 2,193 shares during the period. Welch & Forbes LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,149,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the company. Bradley & Co. Private Wealth Management LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth about $25,000. Kozak & Associates Inc. bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth about $26,000. Newbridge Financial Services Group Inc. bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth about $33,000. Bank of Jackson Hole Trust bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth about $35,000. Finally, Stonebridge Financial Group LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth about $43,000. 83.63% of the stock is owned by institutional investors and hedge funds.

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

AGG stock opened at $98.35 on Friday. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $94.85 and a 52 week high of $102.04. The company has a market capitalization of $123.92 billion, a price-to-earnings ratio of 125.24 and a beta of 0.20. The firm’s 50-day moving average is $97.42 and its two-hundred day moving average is $98.68.

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.