Wells Financial Advisors INC Increases Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Wells Financial Advisors INC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 5.4% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 5,678 shares of the company’s stock after purchasing an additional 289 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises about 0.7% of Wells Financial Advisors INC’s portfolio, making the stock its 28th biggest position. Wells Financial Advisors INC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $550,000 at the end of the most recent quarter.

Several other hedge funds have also made changes to their positions in AGG. Bradley & Co. Private Wealth Management LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth approximately $25,000. Kozak & Associates Inc. acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth about $26,000. Newbridge Financial Services Group Inc. purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth approximately $33,000. Bank of Jackson Hole Trust purchased a new position in iShares Core U.S. Aggregate Bond ETF in the fourth quarter worth approximately $35,000. Finally, Stonebridge Financial Group LLC acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at $43,000. Institutional investors and hedge funds own 83.63% of the company’s stock.

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

Shares of AGG stock opened at $98.45 on Wednesday. The company has a market cap of $125.03 billion, a P/E ratio of 125.34 and a beta of 0.22. The firm has a fifty day moving average price of $97.90 and a 200 day moving average price of $98.47. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $94.85 and a 12 month high of $102.04.

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.