Avantax Advisory Services Inc. Has $871.50 Million Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Avantax Advisory Services Inc. lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 3.0% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 8,993,758 shares of the company’s stock after acquiring an additional 263,431 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up 5.5% of Avantax Advisory Services Inc.’s investment portfolio, making the stock its 3rd biggest position. Avantax Advisory Services Inc. owned about 0.73% of iShares Core U.S. Aggregate Bond ETF worth $871,495,000 as of its most recent filing with the SEC.

A number of other hedge funds also recently made changes to their positions in the stock. Essential Planning LLC. lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 6,353.6% during the 4th quarter. Essential Planning LLC. now owns 143,528 shares of the company’s stock worth $14,140,000 after acquiring an additional 141,304 shares during the last quarter. Liberty Wealth Management LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth $251,000. Farther Finance Advisors LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 166.4% during the 4th quarter. Farther Finance Advisors LLC now owns 212,263 shares of the company’s stock worth $20,568,000 after acquiring an additional 132,597 shares during the last quarter. Hollencrest Capital Management raised its position in iShares Core U.S. Aggregate Bond ETF by 4.4% in the 4th quarter. Hollencrest Capital Management now owns 27,554 shares of the company’s stock worth $2,670,000 after purchasing an additional 1,172 shares during the period. Finally, EverSource Wealth Advisors LLC raised its position in iShares Core U.S. Aggregate Bond ETF by 115.0% in the 4th quarter. EverSource Wealth Advisors LLC now owns 9,690 shares of the company’s stock worth $939,000 after purchasing an additional 5,184 shares during the period. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Down 0.4 %

Shares of NYSEARCA:AGG opened at $98.47 on Wednesday. The stock has a market cap of $124.07 billion, a PE ratio of 125.24 and a beta of 0.20. The company’s fifty day moving average is $97.49 and its 200 day moving average is $98.62. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $94.85 and a 52 week 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.