Asset Allocation Strategies LLC Raises Stock Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Asset Allocation Strategies LLC boosted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 41.8% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 83,358 shares of the company’s stock after purchasing an additional 24,580 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises 1.7% of Asset Allocation Strategies LLC’s portfolio, making the stock its 20th biggest holding. Asset Allocation Strategies LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $8,357,000 at the end of the most recent quarter.

A number of other large investors have also recently made changes to their positions in the stock. Ally Invest Advisors Inc. raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 5.5% during the 2nd quarter. Ally Invest Advisors Inc. now owns 163,385 shares of the company’s stock valued at $16,208,000 after purchasing an additional 8,493 shares during the period. Aspect Partners LLC increased its position in iShares Core U.S. Aggregate Bond ETF by 8.5% in the second quarter. Aspect Partners LLC now owns 43,231 shares of the company’s stock worth $4,289,000 after purchasing an additional 3,405 shares during the last quarter. Brown Advisory Inc. lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 27.1% in the 2nd quarter. Brown Advisory Inc. now owns 263,824 shares of the company’s stock valued at $26,171,000 after acquiring an additional 56,205 shares during the last quarter. Caldwell Trust Co purchased a new stake in iShares Core U.S. Aggregate Bond ETF during the 2nd quarter valued at $10,566,000. Finally, Alpha Financial Advisors LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 12.3% in the 2nd quarter. Alpha Financial Advisors LLC now owns 13,734 shares of the company’s stock worth $1,362,000 after acquiring an additional 1,500 shares during the last quarter. 83.63% of the stock is owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA AGG opened at $100.07 on Thursday. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $95.74 and a 1 year high of $101.35. The company has a market cap of $134.66 billion, a P/E ratio of 124.57 and a beta of 0.25. The firm has a 50-day simple moving average of $100.44 and a two-hundred day simple moving average of $99.52.

iShares Core U.S. Aggregate Bond ETF 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.