Heritage Financial Services LLC Buys 9,513 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Heritage Financial Services LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 13.8% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 78,447 shares of the company’s stock after buying an additional 9,513 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up 0.7% of Heritage Financial Services LLC’s investment portfolio, making the stock its 12th largest holding. Heritage Financial Services LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $7,864,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also recently made changes to their positions in the company. Cultivar Capital Inc. boosted its stake in iShares Core U.S. Aggregate Bond ETF by 3.3% in the third quarter. Cultivar Capital Inc. now owns 239,111 shares of the company’s stock worth $23,971,000 after buying an additional 7,750 shares in the last quarter. Ellenbecker Investment Group boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 8.5% in the 3rd quarter. Ellenbecker Investment Group now owns 648,841 shares of the company’s stock valued at $65,046,000 after purchasing an additional 50,564 shares in the last quarter. CX Institutional grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 205.4% during the 3rd quarter. CX Institutional now owns 157,491 shares of the company’s stock valued at $15,788,000 after purchasing an additional 105,924 shares during the last quarter. Fulton Breakefield Broenniman LLC raised its position in iShares Core U.S. Aggregate Bond ETF by 1.9% in the 3rd quarter. Fulton Breakefield Broenniman LLC now owns 384,827 shares of the company’s stock worth $38,579,000 after purchasing an additional 7,345 shares during the period. Finally, Bay Colony Advisory Group Inc d b a Bay Colony Advisors raised its position in iShares Core U.S. Aggregate Bond ETF by 334.7% in the 3rd quarter. Bay Colony Advisory Group Inc d b a Bay Colony Advisors now owns 28,994 shares of the company’s stock worth $2,907,000 after purchasing an additional 22,324 shares during the period. Institutional investors own 83.63% of the company’s stock.

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

NYSEARCA AGG opened at $100.00 on Thursday. The company has a 50-day simple moving average of $100.13 and a two-hundred day simple moving average of $99.84. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $96.15 and a 12-month high of $101.35. The firm has a market cap 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.