Erickson Financial Group LLC Raises Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Erickson Financial Group LLC grew its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 0.6% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 67,116 shares of the company’s stock after acquiring an additional 370 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for 4.6% of Erickson Financial Group LLC’s portfolio, making the stock its 8th largest holding. Erickson Financial Group LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $6,504,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also modified their holdings of the business. Professional Financial Advisors LLC increased 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 acquiring an additional 8,242 shares in the last quarter. Fairvoy Private Wealth LLC acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at approximately $12,479,000. Kingsview Wealth Management LLC raised its position in iShares Core U.S. Aggregate Bond ETF by 35.9% in the 4th quarter. Kingsview Wealth Management LLC now owns 1,286,651 shares of the company’s stock worth $124,676,000 after purchasing an additional 339,637 shares during the last quarter. Drucker Wealth 3.0 LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 6.3% during the 3rd quarter. Drucker Wealth 3.0 LLC now owns 5,724 shares of the company’s stock worth $580,000 after buying an additional 340 shares in the last quarter. Finally, World Investment Advisors LLC boosted its position in iShares Core U.S. Aggregate Bond ETF by 1,845.5% in the 3rd quarter. World Investment Advisors LLC now owns 320,965 shares of the company’s stock valued at $32,037,000 after buying an additional 304,467 shares during the last quarter. 83.63% of the stock is owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Stock Performance

AGG stock opened at $97.70 on Friday. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $94.85 and a twelve month high of $102.04. The business has a fifty day moving average of $97.17 and a 200-day moving average of $98.82.

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.