Philip James Wealth Mangement LLC Buys New Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Philip James Wealth Mangement LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 3,796 shares of the company’s stock, valued at approximately $368,000.

A number of other large investors have also modified their holdings of the company. Kozak & Associates Inc. bought a new stake in iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at $26,000. ST Germain D J Co. Inc. grew its position in iShares Core U.S. Aggregate Bond ETF by 1,020.0% in the third quarter. ST Germain D J Co. Inc. now owns 280 shares of the company’s stock valued at $28,000 after acquiring an additional 255 shares during the period. Newbridge Financial Services Group Inc. bought a new stake in iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at $33,000. Stonebridge Financial Group LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at $43,000. Finally, Bank of New Hampshire grew its position in iShares Core U.S. Aggregate Bond ETF by 71.7% in the fourth quarter. Bank of New Hampshire now owns 455 shares of the company’s stock valued at $44,000 after acquiring an additional 190 shares during the period. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.4 %

Shares of NYSEARCA:AGG opened at $97.70 on Monday. The business’s fifty day moving average price is $97.17 and its two-hundred day moving average price is $98.82. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $94.85 and a fifty-two week high of $102.04.

About iShares Core U.S. Aggregate Bond ETF

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.