iShares Core U.S. Aggregate Bond ETF $AGG Position Raised by Fort Henry Capital LLC

Fort Henry Capital LLC increased its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 1.9% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 282,459 shares of the company’s stock after acquiring an additional 5,388 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up about 18.0% of Fort Henry Capital LLC’s portfolio, making the stock its 2nd biggest holding. Fort Henry Capital LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $28,316,000 at the end of the most recent reporting period.

Several other large investors have also added to or reduced their stakes in AGG. Wealth Alliance Advisory Group LLC raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 12.3% in the third quarter. Wealth Alliance Advisory Group LLC now owns 16,648 shares of the company’s stock worth $1,669,000 after purchasing an additional 1,819 shares during the last quarter. Revolve Wealth Partners LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF by 2.2% in the 3rd quarter. Revolve Wealth Partners LLC now owns 9,624 shares of the company’s stock worth $965,000 after buying an additional 204 shares during the period. Highline Wealth Partners LLC purchased a new position in iShares Core U.S. Aggregate Bond ETF during the 3rd quarter worth approximately $90,000. Ellenbecker Investment Group lifted its stake in iShares Core U.S. Aggregate Bond ETF by 8.5% during the 3rd quarter. Ellenbecker Investment Group now owns 648,841 shares of the company’s stock valued at $65,046,000 after acquiring an additional 50,564 shares during the period. Finally, Affiance Financial LLC boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 12.2% in the 3rd quarter. Affiance Financial LLC now owns 824,609 shares of the company’s stock valued at $82,667,000 after acquiring an additional 89,933 shares during 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

NYSEARCA:AGG opened at $99.80 on Tuesday. The company’s fifty day moving average price is $100.42 and its 200-day moving average price is $99.58. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $95.74 and a 1-year high of $101.35. The firm has a market capitalization of $134.30 billion, a P/E ratio of 124.57 and a beta of 0.25.

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.