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

KFG Wealth Management LLC increased its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 1,893.3% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 50,590 shares of the company’s stock after purchasing an additional 48,052 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up about 2.3% of KFG Wealth Management LLC’s investment portfolio, making the stock its 12th largest holding. KFG Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $5,021,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently made changes to their positions in the company. Boyd Wealth Management LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 6.0% in the 4th quarter. Boyd Wealth Management LLC now owns 140,868 shares of the company’s stock valued at $13,981,000 after purchasing an additional 8,017 shares during the period. Davidson Trust Co. increased its position in iShares Core U.S. Aggregate Bond ETF by 7.3% during the 4th quarter. Davidson Trust Co. now owns 24,408 shares of the company’s stock valued at $2,423,000 after buying an additional 1,665 shares in the last quarter. Opes Wealth Management LLC increased its position in iShares Core U.S. Aggregate Bond ETF by 1.9% during the 4th quarter. Opes Wealth Management LLC now owns 74,408 shares of the company’s stock valued at $7,385,000 after buying an additional 1,412 shares in the last quarter. Colton Groome Financial Advisors LLC increased its position in iShares Core U.S. Aggregate Bond ETF by 9.4% during the 4th quarter. Colton Groome Financial Advisors LLC now owns 153,462 shares of the company’s stock valued at $15,231,000 after buying an additional 13,206 shares in the last quarter. Finally, Fidelis Capital Partners LLC bought a new position in iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at approximately $414,000. Hedge funds and other institutional investors own 83.63% of the company’s stock.

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

AGG stock traded up $0.10 on Friday, reaching $95.38. 9,121,707 shares of the company traded hands, compared to its average volume of 9,307,015. iShares Core U.S. Aggregate Bond ETF has a one year low of $91.58 and a one year high of $100.42. The firm has a fifty day simple moving average of $97.12 and a 200-day simple moving average of $96.53.

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.