Balboa Wealth Partners Invests $304,000 in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Balboa Wealth Partners purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 3,064 shares of the company’s stock, valued at approximately $304,000.

Several other hedge funds also recently modified their holdings of the business. Envestnet Portfolio Solutions Inc. bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 3rd quarter worth $1,416,230,000. Charles Schwab Investment Management Inc. increased 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 in the last quarter. United Services Automobile Association increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 127.4% during the 3rd quarter. United Services Automobile Association now owns 7,073,294 shares of the company’s stock worth $665,173,000 after purchasing an additional 3,962,762 shares in the last quarter. P E Global LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 77.2% during the 4th quarter. P E Global LLC now owns 6,745,576 shares of the company’s stock worth $669,498,000 after purchasing an additional 2,937,853 shares in the last quarter. Finally, Mercer Global Advisors Inc. ADV increased its position in iShares Core U.S. Aggregate Bond ETF by 26.1% in the 3rd quarter. Mercer Global Advisors Inc. ADV now owns 13,410,674 shares of the company’s stock valued at $1,261,140,000 after acquiring an additional 2,773,905 shares in the last quarter. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Down 0.3 %

AGG traded down $0.25 during midday trading on Thursday, hitting $96.49. The company had a trading volume of 2,710,382 shares, compared to its average volume of 8,775,681. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $91.58 and a twelve month high of $99.70. The firm’s 50-day simple moving average is $96.47 and its 200-day simple moving average is $97.10.

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.