Woodard & Co. Asset Management Group Inc. ADV Takes Position in iShares Core U.S. Aggregate Bond ETF $AGG

Woodard & Co. Asset Management Group Inc. ADV purchased a new stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm purchased 22,859 shares of the company’s stock, valued at approximately $2,283,000.

A number of other large investors have also made changes to their positions in the stock. Kampmann Melissa S. increased its holdings in iShares Core U.S. Aggregate Bond ETF by 1.0% during the 4th quarter. Kampmann Melissa S. now owns 10,508 shares of the company’s stock valued at $1,051,000 after acquiring an additional 100 shares in the last quarter. Rothschild Investment LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF by 4.4% during the 3rd quarter. Rothschild Investment LLC now owns 2,441 shares of the company’s stock valued at $245,000 after acquiring an additional 102 shares in the last quarter. Woodside Wealth Management LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF by 1.7% during the 3rd quarter. Woodside Wealth Management LLC now owns 6,241 shares of the company’s stock valued at $626,000 after acquiring an additional 104 shares in the last quarter. Realta Investment Advisors increased its holdings in iShares Core U.S. Aggregate Bond ETF by 0.9% during the 3rd quarter. Realta Investment Advisors now owns 11,327 shares of the company’s stock valued at $1,135,000 after acquiring an additional 105 shares in the last quarter. Finally, Stephens Consulting LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF by 9.4% during the 4th quarter. Stephens Consulting LLC now owns 1,288 shares of the company’s stock valued at $129,000 after acquiring an additional 111 shares in the last quarter. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Down 0.2%

NYSEARCA:AGG opened at $98.90 on Friday. The firm has a 50-day moving average price of $99.68 and a two-hundred day moving average price of $100.08. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $96.66 and a twelve month high of $101.46. The company has a market capitalization of $135.13 billion, a P/E ratio of 124.57 and a beta of 0.26.

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.