FORVIS Wealth Advisors LLC Raises Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

FORVIS Wealth Advisors LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 17.2% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,232,022 shares of the company’s stock after purchasing an additional 180,967 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises 3.1% of FORVIS Wealth Advisors LLC’s investment portfolio, making the stock its 3rd biggest position. FORVIS Wealth Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $120,664,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also bought and sold shares of the company. Long Run Wealth Advisors LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 0.5% during the 4th quarter. Long Run Wealth Advisors LLC now owns 20,150 shares of the company’s stock worth $2,000,000 after buying an additional 105 shares in the last quarter. Carmichael Hill & Associates Inc. boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 6.6% in the 4th quarter. Carmichael Hill & Associates Inc. now owns 1,697 shares of the company’s stock valued at $168,000 after purchasing an additional 105 shares in the last quarter. CGN Advisors LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 0.4% during the 1st quarter. CGN Advisors LLC now owns 25,898 shares of the company’s stock valued at $2,536,000 after purchasing an additional 107 shares during the last quarter. O Connor Financial Group LLC increased its position in iShares Core U.S. Aggregate Bond ETF by 4.4% during the 4th quarter. O Connor Financial Group LLC now owns 2,676 shares of the company’s stock worth $266,000 after purchasing an additional 112 shares in the last quarter. Finally, Vestor Capital LLC increased its position in iShares Core U.S. Aggregate Bond ETF by 23.1% during the 4th quarter. Vestor Capital LLC now owns 613 shares of the company’s stock worth $61,000 after purchasing an additional 115 shares in the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

iShares Core U.S. Aggregate Bond ETF stock traded up $0.52 during mid-day trading on Thursday, reaching $97.09. The company had a trading volume of 4,061,079 shares, compared to its average volume of 6,221,955. The business has a fifty day simple moving average of $96.74 and a 200 day simple moving average of $97.34. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $91.58 and a fifty-two week high of $99.70.

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.