iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) is Arcadia Wealth Management LLC’s 5th Largest Position

Arcadia Wealth Management LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGGFree Report) by 6.7% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 102,876 shares of the company’s stock after acquiring an additional 6,469 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises about 7.1% of Arcadia Wealth Management LLC’s investment portfolio, making the stock its 5th biggest holding. Arcadia Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $10,210,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also bought and sold shares of the company. First Pacific Financial bought a new stake in iShares Core U.S. Aggregate Bond ETF in the fourth quarter worth $25,000. Parkside Financial Bank & Trust lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 191.1% during the second quarter. Parkside Financial Bank & Trust now owns 294 shares of the company’s stock valued at $29,000 after buying an additional 193 shares during the last quarter. Kozak & Associates Inc. acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at about $35,000. Annis Gardner Whiting Capital Advisors LLC acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF during the third quarter valued at about $34,000. Finally, First Manhattan Co. increased its holdings in iShares Core U.S. Aggregate Bond ETF by 697.9% in the 4th quarter. First Manhattan Co. now owns 375 shares of the company’s stock worth $36,000 after buying an additional 328 shares during the period. 83.63% of the stock is currently owned by institutional investors.

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

Shares of NYSEARCA:AGG opened at $96.94 on Thursday. The business’s 50 day moving average price is $97.63 and its 200-day moving average price is $96.44. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $91.58 and a 1 year high of $100.98.

iShares Core U.S. Aggregate Bond ETF Company Profile

(Free Report)

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.

Further Reading

Institutional Ownership by Quarter for iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

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