Prentice Wealth Management LLC Has $43.37 Million Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Prentice Wealth Management LLC raised its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 34.8% during the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 447,557 shares of the company’s stock after buying an additional 115,505 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up about 12.5% of Prentice Wealth Management LLC’s investment portfolio, making the stock its 2nd largest holding. Prentice Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $43,368,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Mesirow Financial Investment Management Inc. grew its position in iShares Core U.S. Aggregate Bond ETF by 0.8% in the 3rd quarter. Mesirow Financial Investment Management Inc. now owns 12,674 shares of the company’s stock worth $1,283,000 after purchasing an additional 104 shares during the last quarter. Howe & Rusling Inc. raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 2.4% during the third quarter. Howe & Rusling Inc. now owns 4,414 shares of the company’s stock valued at $447,000 after buying an additional 105 shares during the last quarter. Braun Bostich & Associates Inc. lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 4.5% in the fourth quarter. Braun Bostich & Associates Inc. now owns 2,533 shares of the company’s stock valued at $245,000 after buying an additional 109 shares during the period. Vestia Personal Wealth Advisors grew its position in iShares Core U.S. Aggregate Bond ETF by 5.1% during the fourth quarter. Vestia Personal Wealth Advisors now owns 2,493 shares of the company’s stock worth $242,000 after buying an additional 121 shares in the last quarter. Finally, Mount Yale Investment Advisors LLC increased its stake in iShares Core U.S. Aggregate Bond ETF by 1.5% during the fourth quarter. Mount Yale Investment Advisors LLC now owns 8,246 shares of the company’s stock valued at $799,000 after acquiring an additional 122 shares during the period. Institutional investors and hedge funds 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 $98.02 on Friday. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $94.85 and a 12 month high of $102.04. The stock has a 50 day moving average of $97.08 and a two-hundred day moving average of $98.75.

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.