Forza Wealth Management LLC Buys 400 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Forza Wealth Management LLC grew its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 3.6% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 11,479 shares of the company’s stock after acquiring an additional 400 shares during the period. Forza Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,124,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors also recently modified their holdings of the company. Long Run Wealth Advisors LLC raised its position in iShares Core U.S. Aggregate Bond ETF by 0.5% during the fourth quarter. Long Run Wealth Advisors LLC now owns 20,150 shares of the company’s stock worth $2,000,000 after acquiring an additional 105 shares in the last quarter. Carmichael Hill & Associates Inc. increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 6.6% in the fourth quarter. Carmichael Hill & Associates Inc. now owns 1,697 shares of the company’s stock valued at $168,000 after purchasing an additional 105 shares during the last quarter. CGN Advisors LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 0.4% in the first quarter. CGN Advisors LLC now owns 25,898 shares of the company’s stock valued at $2,536,000 after purchasing an additional 107 shares during the last quarter. Brickley Wealth Management increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 4.4% in the third quarter. Brickley Wealth Management now owns 2,623 shares of the company’s stock valued at $247,000 after purchasing an additional 110 shares during the last quarter. Finally, O Connor Financial Group LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 4.4% in the fourth quarter. O Connor Financial Group LLC now owns 2,676 shares of the company’s stock valued at $266,000 after purchasing an additional 112 shares during the last quarter. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA:AGG traded up $0.30 on Monday, hitting $95.63. The company had a trading volume of 7,384,591 shares, compared to its average volume of 9,240,796. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $91.58 and a 1-year high of $100.42. The stock has a 50 day moving average price of $96.87 and a 200 day moving average price of $96.68.

iShares Core U.S. Aggregate Bond ETF 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.