Octavia Wealth Advisors LLC Buys 11,517 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Octavia Wealth Advisors LLC grew its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 440.9% in the fourth quarter, HoldingsChannel.com reports. The fund owned 14,129 shares of the company’s stock after buying an additional 11,517 shares during the period. Octavia Wealth Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,402,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds also recently modified their holdings of AGG. Long Run Wealth Advisors LLC grew its position in iShares Core U.S. Aggregate Bond ETF by 0.5% during the fourth 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. increased its position in iShares Core U.S. Aggregate Bond ETF by 6.6% during 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 during the period. Wealthsource Partners LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 0.8% in the second quarter. Wealthsource Partners LLC now owns 13,844 shares of the company’s stock worth $1,356,000 after buying an additional 108 shares during the period. Brickley Wealth Management raised its holdings in iShares Core U.S. Aggregate Bond ETF by 4.4% in the third quarter. Brickley Wealth Management now owns 2,623 shares of the company’s stock worth $247,000 after purchasing an additional 110 shares in the last quarter. Finally, O Connor Financial Group LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 4.4% during the fourth quarter. O Connor Financial Group LLC now owns 2,676 shares of the company’s stock valued at $266,000 after purchasing an additional 112 shares in the last quarter. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

iShares Core U.S. Aggregate Bond ETF stock traded down $0.36 during mid-day trading on Tuesday, reaching $95.02. The stock had a trading volume of 11,710,983 shares, compared to its average volume of 9,263,077. The company has a 50-day moving average price of $97.28 and a two-hundred day moving average price of $96.54. iShares Core U.S. Aggregate Bond ETF has a one year low of $91.58 and a one year high of $100.42.

iShares Core U.S. Aggregate Bond ETF 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.