Navis Wealth Advisors LLC Takes Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Navis Wealth Advisors LLC acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 2,360 shares of the company’s stock, valued at approximately $234,000.

Several other hedge funds and other institutional investors have also bought and sold shares of AGG. Clarius Group LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 3rd quarter valued at about $605,000. Valeo Financial Advisors LLC lifted its position in iShares Core U.S. Aggregate Bond ETF by 6.9% in the third quarter. Valeo Financial Advisors LLC now owns 12,604 shares of the company’s stock valued at $1,185,000 after purchasing an additional 816 shares during the last quarter. Tillman Hartley LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 2.0% during the third quarter. Tillman Hartley LLC now owns 86,096 shares of the company’s stock valued at $8,096,000 after purchasing an additional 1,670 shares during the period. Modus Advisors LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 8.4% in the third quarter. Modus Advisors LLC now owns 29,949 shares of the company’s stock worth $2,816,000 after purchasing an additional 2,310 shares during the last quarter. Finally, Sunesis Advisors LLC purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF in the third quarter worth $14,941,000. Hedge funds and other institutional investors own 83.63% of the company’s stock.

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

AGG traded up $0.21 during trading on Friday, hitting $95.33. 8,442,514 shares of the stock traded hands, compared to its average volume of 9,904,551. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $91.58 and a 12-month high of $100.42. The firm has a 50-day moving average of $96.89 and a 200 day moving average of $96.65.

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.