WealthTrust Asset Management LLC Takes Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

WealthTrust Asset Management LLC purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor purchased 63,651 shares of the company’s stock, valued at approximately $6,179,000. iShares Core U.S. Aggregate Bond ETF comprises approximately 4.5% of WealthTrust Asset Management LLC’s portfolio, making the stock its 3rd largest position.

A number of other large investors have also bought and sold shares of the business. WMS Partners LLC raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 0.9% in the first quarter. WMS Partners LLC now owns 96,744 shares of the company’s stock worth $9,475,000 after acquiring an additional 901 shares during the last quarter. Envestnet Asset Management Inc. raised its position in iShares Core U.S. Aggregate Bond ETF by 5.7% in the 4th quarter. Envestnet Asset Management Inc. now owns 40,781,811 shares of the company’s stock worth $4,047,595,000 after purchasing an additional 2,209,020 shares during the last quarter. Quantitative Strategies Inc. lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 7.2% during the 4th quarter. Quantitative Strategies Inc. now owns 2,470 shares of the company’s stock worth $245,000 after buying an additional 166 shares in the last quarter. Waterloo Capital L.P. boosted its position in iShares Core U.S. Aggregate Bond ETF by 53.8% in the 4th quarter. Waterloo Capital L.P. now owns 93,649 shares of the company’s stock valued at $9,295,000 after buying an additional 32,773 shares during the last quarter. Finally, Smith Shellnut Wilson LLC ADV increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 3.8% in the 4th quarter. Smith Shellnut Wilson LLC ADV now owns 58,830 shares of the company’s stock valued at $5,839,000 after buying an additional 2,152 shares during the period. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

AGG stock opened at $101.57 on Friday. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $91.58 and a twelve month high of $102.04. The business has a fifty day moving average of $99.95 and a 200-day moving average of $97.93.

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.