iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Stake Increased by Atomi Financial Group Inc.

Atomi Financial Group Inc. raised its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 10.4% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 218,013 shares of the company’s stock after acquiring an additional 20,554 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up 1.1% of Atomi Financial Group Inc.’s portfolio, making the stock its 20th biggest position. Atomi Financial Group Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $21,125,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds also recently added to or reduced their stakes in AGG. Transform Wealth LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 9.5% during the 4th quarter. Transform Wealth LLC now owns 276,787 shares of the company’s stock worth $26,821,000 after buying an additional 24,052 shares during the last quarter. Alpha Cubed Investments LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 3.6% during the 4th quarter. Alpha Cubed Investments LLC now owns 7,557 shares of the company’s stock valued at $732,000 after acquiring an additional 261 shares in the last quarter. Prosperity Planning Inc. lifted its stake in iShares Core U.S. Aggregate Bond ETF by 0.9% during the fourth quarter. Prosperity Planning Inc. now owns 27,857 shares of the company’s stock worth $2,699,000 after purchasing an additional 257 shares during the last quarter. Segment Wealth Management LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 26.5% in the fourth quarter. Segment Wealth Management LLC now owns 3,328 shares of the company’s stock worth $322,000 after purchasing an additional 698 shares during the period. Finally, Charles Schwab Trust Co increased its stake in iShares Core U.S. Aggregate Bond ETF by 3.5% during the fourth quarter. Charles Schwab Trust Co now owns 703,155 shares of the company’s stock valued at $68,136,000 after purchasing an additional 23,531 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 Price Performance

NYSEARCA AGG opened at $96.92 on Tuesday. iShares Core U.S. Aggregate Bond ETF has a one year low of $94.85 and a one year high of $102.04. The company has a 50-day simple moving average of $97.55 and a 200-day simple moving average of $98.92.

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.