Elwood & Goetz Wealth Advisory Group LLC Has $39.37 Million Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Elwood & Goetz Wealth Advisory Group LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 9.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 396,663 shares of the company’s stock after buying an additional 33,490 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up 8.3% of Elwood & Goetz Wealth Advisory Group LLC’s holdings, making the stock its 4th largest holding. Elwood & Goetz Wealth Advisory Group LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $39,369,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in the company. Agincourt Capital Management LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 1.7% during the third quarter. Agincourt Capital Management LLC now owns 146,235 shares of the company’s stock worth $13,752,000 after buying an additional 2,450 shares during the period. Mosaic Advisors LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 116.2% during the 3rd quarter. Mosaic Advisors LLC now owns 25,640 shares of the company’s stock worth $2,411,000 after purchasing an additional 13,778 shares during the last quarter. Your Advocates Ltd. LLP boosted its position in iShares Core U.S. Aggregate Bond ETF by 51.1% during the third quarter. Your Advocates Ltd. LLP now owns 5,660 shares of the company’s stock valued at $532,000 after purchasing an additional 1,914 shares in the last quarter. FinTrust Capital Advisors LLC grew its stake in iShares Core U.S. Aggregate Bond ETF by 516.3% in the third quarter. FinTrust Capital Advisors LLC now owns 9,318 shares of the company’s stock valued at $876,000 after purchasing an additional 7,806 shares during the last quarter. Finally, J.W. Cole Advisors Inc. raised its holdings in iShares Core U.S. Aggregate Bond ETF by 23.6% in the third quarter. J.W. Cole Advisors Inc. now owns 65,488 shares of the company’s stock worth $6,159,000 after purchasing an additional 12,518 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 Price Performance

AGG stock opened at $97.94 on Friday. The firm has a 50-day simple moving average of $97.70 and a two-hundred day simple moving average of $96.38. iShares Core U.S. Aggregate Bond ETF has a one year low of $91.58 and a one year high of $100.98.

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.