BerganKDV Wealth Management LLC Grows Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

BerganKDV Wealth Management LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGGGet Rating) by 10.5% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 268,398 shares of the company’s stock after purchasing an additional 25,435 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises about 3.1% of BerganKDV Wealth Management LLC’s investment portfolio, making the stock its 6th biggest position. BerganKDV Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $28,745,000 at the end of the most recent quarter.

Several other institutional investors have also recently bought and sold shares of AGG. Calamos Advisors LLC raised its holdings in iShares Core U.S. Aggregate Bond ETF by 54.9% in the 4th quarter. Calamos Advisors LLC now owns 3,020 shares of the company’s stock worth $345,000 after acquiring an additional 1,070 shares during the period. Pinnacle Associates Ltd. raised its holdings in iShares Core U.S. Aggregate Bond ETF by 1.1% in the 4th quarter. Pinnacle Associates Ltd. now owns 10,548 shares of the company’s stock worth $1,203,000 after acquiring an additional 111 shares during the period. Oppenheimer & Co. Inc. raised its holdings in iShares Core U.S. Aggregate Bond ETF by 5.5% in the 4th quarter. Oppenheimer & Co. Inc. now owns 42,616 shares of the company’s stock worth $4,862,000 after acquiring an additional 2,217 shares during the period. Oppenheimer Asset Management Inc. raised its holdings in iShares Core U.S. Aggregate Bond ETF by 0.9% in the 4th quarter. Oppenheimer Asset Management Inc. now owns 46,574 shares of the company’s stock worth $5,313,000 after acquiring an additional 432 shares during the period. Finally, TrueWealth Advisors LLC raised its holdings in iShares Core U.S. Aggregate Bond ETF by 140.9% in the 4th quarter. TrueWealth Advisors LLC now owns 35,958 shares of the company’s stock worth $4,102,000 after acquiring an additional 21,029 shares during the period. Institutional investors own 82.41% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA:AGG traded down $1.16 on Friday, hitting $102.71. 4,847,064 shares of the company were exchanged, compared to its average volume of 6,306,191. The company’s 50 day moving average price is $102.03 and its two-hundred day moving average price is $105.20. iShares Core U.S. Aggregate Bond ETF has a one year low of $98.86 and a one year high of $116.38.

iShares Core U.S. Aggregate Bond ETF Profile

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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.

See Also

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

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