Fulton Breakefield Broenniman LLC Increases Stock Position in iShares Core U.S. Aggregate Bond ETF $AGG

Fulton Breakefield Broenniman LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 1.9% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 384,827 shares of the company’s stock after buying an additional 7,345 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for approximately 2.5% of Fulton Breakefield Broenniman LLC’s portfolio, making the stock its 12th largest holding. Fulton Breakefield Broenniman LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $38,579,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also made changes to their positions in the company. LeConte Wealth Management LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 44.8% in the 3rd quarter. LeConte Wealth Management LLC now owns 86,496 shares of the company’s stock valued at $8,671,000 after purchasing an additional 26,749 shares in the last quarter. Kopp Family Office LLC grew its stake in iShares Core U.S. Aggregate Bond ETF by 4.7% during the third quarter. Kopp Family Office LLC now owns 115,580 shares of the company’s stock worth $11,587,000 after buying an additional 5,200 shares during the period. Darwin Wealth Management LLC boosted its position in iShares Core U.S. Aggregate Bond ETF by 22.8% during the 3rd quarter. Darwin Wealth Management LLC now owns 1,308 shares of the company’s stock worth $131,000 after purchasing an additional 243 shares during the period. Amarillo National Bank grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 6.2% in the third quarter. Amarillo National Bank now owns 437,996 shares of the company’s stock valued at $43,909,000 after buying an additional 25,764 shares in the last quarter. Finally, Stockman Wealth Management Inc. boosted its position in iShares Core U.S. Aggregate Bond ETF by 26.2% in the 3rd quarter. Stockman Wealth Management Inc. now owns 26,513 shares of the company’s stock valued at $2,658,000 after buying an additional 5,506 shares during the last quarter. 83.63% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.0%

Shares of NYSEARCA AGG opened at $100.04 on Friday. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $95.74 and a twelve month high of $101.35. The business has a 50 day simple moving average of $100.35 and a 200-day simple moving average of $99.62. The company has a market capitalization of $134.62 billion, a price-to-earnings 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.