Sovereign Financial Group Inc. Has $576,000 Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Sovereign Financial Group Inc. raised its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 16.1% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 5,885 shares of the company’s stock after buying an additional 817 shares during the period. Sovereign Financial Group Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $576,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in the company. First Pacific Financial bought a new stake in iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth about $25,000. First Community Trust NA acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF during the first quarter worth approximately $25,000. Vima LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at approximately $27,000. Cetera Trust Company N.A acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at approximately $28,000. Finally, Atlas Capital Advisors LLC bought a new position in iShares Core U.S. Aggregate Bond ETF in the 1st quarter worth approximately $29,000. 83.63% of the stock is owned by institutional investors.

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

Shares of AGG opened at $97.56 on Friday. The business’s fifty day moving average price is $96.59 and its two-hundred day moving average price is $97.38. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $91.58 and a 52 week high of $99.70.

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.