iShares Core U.S. Aggregate Bond ETF $AGG Stake Boosted by Ballast Advisors LLC

Ballast Advisors LLC increased its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 3.8% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 205,248 shares of the company’s stock after acquiring an additional 7,419 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for about 5.7% of Ballast Advisors LLC’s investment portfolio, making the stock its 6th biggest holding. Ballast Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $20,576,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors also recently bought and sold shares of AGG. Cultivar Capital Inc. grew its position in iShares Core U.S. Aggregate Bond ETF by 3.3% during the third quarter. Cultivar Capital Inc. now owns 239,111 shares of the company’s stock valued at $23,971,000 after buying an additional 7,750 shares during the period. Ellenbecker Investment Group boosted its stake in shares of 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 worth $65,046,000 after acquiring an additional 50,564 shares during the last quarter. CX Institutional grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 205.4% during the 3rd quarter. CX Institutional now owns 157,491 shares of the company’s stock valued at $15,788,000 after acquiring an additional 105,924 shares during the period. Fulton Breakefield Broenniman LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.9% in the 3rd quarter. Fulton Breakefield Broenniman LLC now owns 384,827 shares of the company’s stock worth $38,579,000 after purchasing an additional 7,345 shares in the last quarter. Finally, CVA Family Office LLC raised its holdings in iShares Core U.S. Aggregate Bond ETF by 8.2% in the 3rd quarter. CVA Family Office LLC now owns 113,857 shares of the company’s stock worth $11,414,000 after purchasing an additional 8,593 shares during the period. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

NYSEARCA AGG opened at $101.40 on Monday. The business’s fifty day moving average is $100.27 and its 200 day moving average is $100.22. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $96.15 and a fifty-two week high of $101.46. The company has a market capitalization of $140.13 billion, a PE 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.