Heritage Financial Services LLC Increases Stock Position in iShares Core U.S. Aggregate Bond ETF $AGG

Heritage Financial Services LLC raised its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 13.8% during the third quarter, Holdings Channel.com reports. The fund owned 78,447 shares of the company’s stock after purchasing an additional 9,513 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for approximately 0.7% of Heritage Financial Services LLC’s investment portfolio, making the stock its 12th largest position. Heritage Financial Services LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $7,864,000 at the end of the most recent reporting period.

Several other large investors also recently modified their holdings of the business. Angeles Investment Advisors LLC bought a new position in iShares Core U.S. Aggregate Bond ETF during the 2nd quarter valued at approximately $26,000. North Ridge Wealth Advisors Inc. bought a new position in shares of iShares Core U.S. Aggregate Bond ETF during the second quarter valued at approximately $29,000. JCIC Asset Management Inc. purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the third quarter worth $32,000. Evolution Wealth Management Inc. purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the third quarter worth $40,000. Finally, Transce3nd LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 84.7% in the second quarter. Transce3nd LLC now owns 484 shares of the company’s stock valued at $48,000 after acquiring an additional 222 shares in the last quarter. 83.63% of the stock is owned by institutional investors.

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

Shares of AGG opened at $100.00 on Thursday. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $96.15 and a 1-year high of $101.35. The firm’s 50-day moving average price is $100.13 and its 200-day moving average price is $99.84. The firm has a market capitalization of $136.50 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25.

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.