Welch & Forbes LLC Acquires 459 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Welch & Forbes LLC boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 8.0% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 6,172 shares of the company’s stock after buying an additional 459 shares during the quarter. Welch & Forbes LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $613,000 at the end of the most recent quarter.

Other institutional investors also recently bought and sold shares of the company. Envestnet Portfolio Solutions Inc. acquired a new position in iShares Core U.S. Aggregate Bond ETF during the third quarter valued at approximately $1,416,230,000. Charles Schwab Investment Management Inc. lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 120.7% during the 3rd quarter. Charles Schwab Investment Management Inc. now owns 18,145,366 shares of the company’s stock worth $1,706,332,000 after purchasing an additional 9,923,920 shares during the last quarter. TIAA Trust National Association bought a new stake in iShares Core U.S. Aggregate Bond ETF during the 3rd quarter valued at approximately $657,826,000. United Services Automobile Association grew its holdings in iShares Core U.S. Aggregate Bond ETF by 127.4% in the 3rd quarter. United Services Automobile Association now owns 7,073,294 shares of the company’s stock valued at $665,173,000 after buying an additional 3,962,762 shares during the last quarter. Finally, P E Global LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 77.2% during the fourth quarter. P E Global LLC now owns 6,745,576 shares of the company’s stock worth $669,498,000 after buying an additional 2,937,853 shares during the last quarter. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Trading Down 0.2 %

AGG stock traded down $0.15 on Wednesday, reaching $96.31. 1,369,706 shares of the company were exchanged, compared to its average volume of 9,166,612. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $91.58 and a 12 month high of $100.19. The stock’s fifty day moving average price is $96.72 and its 200 day moving average price is $96.83.

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.