Forza Wealth Management LLC Raises Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Forza Wealth Management LLC increased its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 3.6% during the first quarter, according to its most recent filing with the SEC. The fund owned 11,479 shares of the company’s stock after buying an additional 400 shares during the quarter. Forza Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,124,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. Nilsine Partners LLC boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 4.5% in the 1st quarter. Nilsine Partners LLC now owns 10,728 shares of the company’s stock worth $1,051,000 after buying an additional 464 shares during the last quarter. Centennial Wealth Advisory LLC boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 6.5% in the 1st quarter. Centennial Wealth Advisory LLC now owns 4,290 shares of the company’s stock worth $420,000 after buying an additional 260 shares during the last quarter. PFG Investments LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 40.4% during the first quarter. PFG Investments LLC now owns 49,168 shares of the company’s stock valued at $4,815,000 after purchasing an additional 14,152 shares during the last quarter. Raymond James & Associates lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 4.7% during the first quarter. Raymond James & Associates now owns 66,048,359 shares of the company’s stock valued at $6,468,776,000 after purchasing an additional 2,987,134 shares during the last quarter. Finally, MBL Wealth LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 8.7% during the first quarter. MBL Wealth LLC now owns 209,659 shares of the company’s stock valued at $20,534,000 after purchasing an additional 16,760 shares during the last quarter. 83.63% of the stock is owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

NYSEARCA AGG traded up $0.30 during trading on Monday, hitting $95.63. 7,384,591 shares of the company’s stock traded hands, compared to its average volume of 9,240,796. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $91.58 and a 12-month high of $100.42. The business has a 50 day moving average of $96.87 and a 200-day moving average of $96.68.

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.