Mosaic Advisors LLC Grows Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Mosaic Advisors LLC boosted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 0.8% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 25,840 shares of the company’s stock after acquiring an additional 200 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for 1.5% of Mosaic Advisors LLC’s investment portfolio, making the stock its 9th biggest position. Mosaic Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $2,565,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Long Run Wealth Advisors LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 0.5% in the 4th quarter. Long Run Wealth Advisors LLC now owns 20,150 shares of the company’s stock worth $2,000,000 after purchasing an additional 105 shares during the last quarter. Carmichael Hill & Associates Inc. increased its position in iShares Core U.S. Aggregate Bond ETF by 6.6% during the fourth quarter. Carmichael Hill & Associates Inc. now owns 1,697 shares of the company’s stock worth $168,000 after buying an additional 105 shares during the last quarter. Wealthsource Partners LLC boosted its position in iShares Core U.S. Aggregate Bond ETF by 0.8% during the second quarter. Wealthsource Partners LLC now owns 13,844 shares of the company’s stock worth $1,356,000 after purchasing an additional 108 shares during the period. Brickley Wealth Management grew its stake in iShares Core U.S. Aggregate Bond ETF by 4.4% in the 3rd quarter. Brickley Wealth Management now owns 2,623 shares of the company’s stock valued at $247,000 after buying an additional 110 shares during the last quarter. Finally, O Connor Financial Group LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 4.4% during the 4th quarter. O Connor Financial Group LLC now owns 2,676 shares of the company’s stock worth $266,000 after purchasing an additional 112 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 Stock Up 0.2 %

Shares of AGG traded up $0.18 during mid-day trading on Friday, hitting $95.96. 17,284,702 shares of the company’s stock were exchanged, compared to its average volume of 8,692,142. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $91.58 and a 52 week high of $100.42. The stock’s 50-day simple moving average is $97.33 and its 200-day simple moving average is $96.51.

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.