HBK Sorce Advisory LLC Has $4.99 Million Position in Ishares Core U.S. Aggregate Bond Etf (BMV:AGG)

HBK Sorce Advisory LLC raised its position in Ishares Core U.S. Aggregate Bond Etf (BMV:AGG) by 375.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 45,636 shares of the company’s stock after purchasing an additional 36,043 shares during the quarter. Ishares Core U.S. Aggregate Bond Etf accounts for approximately 0.6% of HBK Sorce Advisory LLC’s holdings, making the stock its 29th largest holding. HBK Sorce Advisory LLC’s holdings in Ishares Core U.S. Aggregate Bond Etf were worth $4,989,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently made changes to their positions in AGG. Stearns Financial Services Group grew its holdings in Ishares Core U.S. Aggregate Bond Etf by 0.7% during the fourth quarter. Stearns Financial Services Group now owns 5,316 shares of the company’s stock worth $581,000 after purchasing an additional 35 shares during the period. Fagan Associates Inc. boosted its holdings in shares of Ishares Core U.S. Aggregate Bond Etf by 1.2% during the fourth quarter. Fagan Associates Inc. now owns 5,360 shares of the company’s stock worth $586,000 after acquiring an additional 66 shares during the period. Carnegie Capital Asset Management LLC boosted its holdings in shares of Ishares Core U.S. Aggregate Bond Etf by 2.5% during the fourth quarter. Carnegie Capital Asset Management LLC now owns 2,855 shares of the company’s stock worth $306,000 after acquiring an additional 69 shares during the period. Stockman Wealth Management Inc. boosted its holdings in shares of Ishares Core U.S. Aggregate Bond Etf by 2.9% during the fourth quarter. Stockman Wealth Management Inc. now owns 6,353 shares of the company’s stock worth $695,000 after acquiring an additional 180 shares during the period. Finally, SVA Plumb Wealth Management LLC raised its position in shares of Ishares Core U.S. Aggregate Bond Etf by 0.6% in the fourth quarter. SVA Plumb Wealth Management LLC now owns 32,774 shares of the company’s stock valued at $3,583,000 after buying an additional 202 shares in the last quarter.

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Shares of BMV AGG traded up $0.24 during midday trading on Friday, reaching $106.91. The company’s stock had a trading volume of 535 shares, compared to its average volume of 8,510. Ishares Core U.S. Aggregate Bond Etf has a fifty-two week low of $1,920.01 and a fifty-two week high of $2,156.27.

The business also recently declared a monthly dividend, which was paid on Friday, April 6th. Stockholders of record on Tuesday, April 3rd were issued a dividend of $0.2434 per share. The ex-dividend date was Monday, April 2nd. This is an increase from Ishares Core U.S. Aggregate Bond Etf’s previous monthly dividend of $0.24. This represents a $2.92 annualized dividend and a dividend yield of 2.73%.

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Institutional Ownership by Quarter for Ishares Core U.S. Aggregate Bond Etf (BMV:AGG)

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