Cornerstone Wealth Group LLC Increases Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Cornerstone Wealth Group LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 6.6% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 688,175 shares of the company’s stock after acquiring an additional 42,442 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up 5.4% of Cornerstone Wealth Group LLC’s portfolio, making the stock its 3rd biggest holding. Cornerstone Wealth Group LLC owned approximately 0.06% of iShares Core U.S. Aggregate Bond ETF worth $66,684,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Oliver Lagore Vanvalin Investment Group increased its stake in iShares Core U.S. Aggregate Bond ETF by 162.9% during the second quarter. Oliver Lagore Vanvalin Investment Group now owns 255 shares of the company’s stock valued at $25,000 after acquiring an additional 158 shares during the period. Kozak & Associates Inc. bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at approximately $26,000. ST Germain D J Co. Inc. raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1,020.0% in the third quarter. ST Germain D J Co. Inc. now owns 280 shares of the company’s stock valued at $28,000 after purchasing an additional 255 shares in the last quarter. Wagner Wealth Management LLC lifted its position in iShares Core U.S. Aggregate Bond ETF by 30,500.0% in the third quarter. Wagner Wealth Management LLC now owns 306 shares of the company’s stock worth $31,000 after purchasing an additional 305 shares during the period. Finally, Kimelman & Baird LLC acquired a new stake in iShares Core U.S. Aggregate Bond ETF during the second quarter worth $36,000. 83.63% of the stock is owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $97.01 on Monday. The company’s fifty day moving average price is $97.50 and its two-hundred day moving average price is $98.89. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $94.85 and a 52-week high of $102.04.

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.