Octavia Wealth Advisors LLC Grows Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Octavia Wealth Advisors LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 440.9% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 14,129 shares of the company’s stock after acquiring an additional 11,517 shares during the period. Octavia Wealth Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,402,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Agincourt Capital Management LLC increased its stake in iShares Core U.S. Aggregate Bond ETF by 1.7% during the 3rd 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% in the third quarter. Mosaic Advisors LLC now owns 25,640 shares of the company’s stock worth $2,411,000 after acquiring an additional 13,778 shares in the last quarter. Your Advocates Ltd. LLP boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 51.1% in 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 during the last quarter. FinTrust Capital Advisors LLC grew its stake in iShares Core U.S. Aggregate Bond ETF by 516.3% during the 3rd 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 in the last quarter. Finally, J.W. Cole Advisors Inc. increased its holdings in iShares Core U.S. Aggregate Bond ETF by 23.6% during the 3rd 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 during the last quarter. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of AGG stock traded down $0.36 on Tuesday, hitting $95.02. 11,710,983 shares of the stock traded hands, compared to its average volume of 9,263,077. The company’s fifty day moving average is $97.28 and its 200 day moving average is $96.54. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $91.58 and a 1-year high of $100.42.

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.