Aveo Capital Partners LLC Grows Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Aveo Capital Partners LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 0.9% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 216,499 shares of the company’s stock after purchasing an additional 1,869 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises 2.3% of Aveo Capital Partners LLC’s portfolio, making the stock its 7th biggest holding. Aveo Capital Partners LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $20,979,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also recently modified their holdings of AGG. Cornerstone Wealth Management LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 2.1% in the 3rd quarter. Cornerstone Wealth Management LLC now owns 5,196 shares of the company’s stock worth $526,000 after acquiring an additional 109 shares in the last quarter. Naviter Wealth LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 60.4% in the third quarter. Naviter Wealth LLC now owns 9,204 shares of the company’s stock valued at $932,000 after purchasing an additional 3,465 shares during the period. Greenup Street Wealth Management LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 2.8% in the third quarter. Greenup Street Wealth Management LLC now owns 169,436 shares of the company’s stock worth $17,159,000 after buying an additional 4,579 shares during the last quarter. Cultivar Capital Inc. boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 3.8% in the third quarter. Cultivar Capital Inc. now owns 217,218 shares of the company’s stock worth $21,998,000 after buying an additional 7,897 shares during the last quarter. Finally, TruWealth Advisors LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 12.7% in the third quarter. TruWealth Advisors LLC now owns 77,242 shares of the company’s stock worth $7,822,000 after buying an additional 8,682 shares during the last quarter. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.4 %

Shares of AGG stock opened at $97.70 on Friday. The business’s 50 day moving average is $97.21 and its two-hundred day moving average is $98.82. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $94.85 and a 12-month high of $102.04.

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.