Ullmann Wealth Partners Group LLC Makes New Investment in iShares Agency Bond ETF $AGZ

Ullmann Wealth Partners Group LLC purchased a new position in shares of iShares Agency Bond ETF (NYSEARCA:AGZ) in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 7,030 shares of the company’s stock, valued at approximately $741,000. Ullmann Wealth Partners Group LLC owned about 0.12% of iShares Agency Bond ETF at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of the company. Bank of New York Mellon Corp grew its stake in iShares Agency Bond ETF by 24.7% during the first quarter. Bank of New York Mellon Corp now owns 312,585 shares of the company’s stock worth $34,294,000 after buying an additional 61,831 shares during the period. Asset Management One Co. Ltd. purchased a new position in shares of iShares Agency Bond ETF in the 3rd quarter valued at $13,592,000. Bank of America Corp DE raised its stake in shares of iShares Agency Bond ETF by 7.6% in the 1st quarter. Bank of America Corp DE now owns 65,696 shares of the company’s stock valued at $7,207,000 after acquiring an additional 4,622 shares during the period. Commonwealth Equity Services LLC purchased a new position in shares of iShares Agency Bond ETF in the 3rd quarter valued at $6,291,000. Finally, Greenleaf Trust acquired a new position in shares of iShares Agency Bond ETF during the 2nd quarter valued at $5,153,000. 9.74% of the stock is currently owned by hedge funds and other institutional investors.

iShares Agency Bond ETF Stock Performance

NYSEARCA:AGZ opened at $107.83 on Friday. The firm’s fifty day simple moving average is $107.16 and its 200 day simple moving average is $108.84. iShares Agency Bond ETF has a twelve month low of $105.96 and a twelve month high of $110.99.

iShares Agency Bond ETF Profile

THE ISHARES BARCLAYS AGENCY BOND FUND seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the agency sector of the U.S. government bond market as defined by the Barclays Capital U.S. Agency Index.