Erickson Financial Group LLC Raises Stock Position in iShares Core U.S. Aggregate Bond ETF $AGG

Erickson Financial Group LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 8.4% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 76,352 shares of the company’s stock after purchasing an additional 5,894 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for approximately 4.7% of Erickson Financial Group LLC’s holdings, making the stock its 8th biggest position. Erickson Financial Group LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $7,626,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of the company. WestHill Financial Advisors Inc. grew its holdings in iShares Core U.S. Aggregate Bond ETF by 1.3% in the 4th quarter. WestHill Financial Advisors Inc. now owns 16,877 shares of the company’s stock worth $1,686,000 after buying an additional 214 shares in the last quarter. SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co bought a new stake in iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at $254,000. Realta Investment Advisors raised its stake in iShares Core U.S. Aggregate Bond ETF by 6.3% during the 4th quarter. Realta Investment Advisors now owns 12,044 shares of the company’s stock valued at $1,203,000 after acquiring an additional 717 shares in the last quarter. Florida Trust Wealth Management Co boosted its position in iShares Core U.S. Aggregate Bond ETF by 7.6% during the 4th quarter. Florida Trust Wealth Management Co now owns 243,616 shares of the company’s stock worth $24,332,000 after acquiring an additional 17,303 shares during the period. Finally, Nvwm LLC boosted its position in iShares Core U.S. Aggregate Bond ETF by 140.9% during the 4th quarter. Nvwm LLC now owns 46,797 shares of the company’s stock worth $4,674,000 after acquiring an additional 27,371 shares during the period. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

NYSEARCA:AGG opened at $99.23 on Monday. The stock has a market cap of $138.60 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $96.15 and a 1 year high of $101.46. The business has a fifty day moving average of $100.01 and a 200-day moving average of $100.18.

About iShares Core U.S. Aggregate Bond ETF

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.