Donaldson Capital Management LLC Acquires 21,098 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Donaldson Capital Management LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 16.8% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 146,381 shares of the company’s stock after purchasing an additional 21,098 shares during the period. Donaldson Capital Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $14,620,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of AGG. Rothschild Investment LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF by 4.4% in the third quarter. Rothschild Investment LLC now owns 2,441 shares of the company’s stock valued at $245,000 after buying an additional 102 shares in the last quarter. Woodside Wealth Management LLC grew its position in iShares Core U.S. Aggregate Bond ETF by 1.7% in the third quarter. Woodside Wealth Management LLC now owns 6,241 shares of the company’s stock valued at $626,000 after acquiring an additional 104 shares during the last quarter. Realta Investment Advisors raised its stake in iShares Core U.S. Aggregate Bond ETF by 0.9% during the third quarter. Realta Investment Advisors now owns 11,327 shares of the company’s stock worth $1,135,000 after acquiring an additional 105 shares in the last quarter. Pathway Financial Advisors LLC raised its stake in iShares Core U.S. Aggregate Bond ETF by 0.8% during the third quarter. Pathway Financial Advisors LLC now owns 14,255 shares of the company’s stock worth $1,429,000 after acquiring an additional 109 shares in the last quarter. Finally, Stephens Consulting LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 9.4% in the fourth quarter. Stephens Consulting LLC now owns 1,288 shares of the company’s stock worth $129,000 after acquiring an additional 111 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

AGG opened at $98.54 on Monday. The company has a market cap of $136.18 billion, a P/E ratio of 124.57 and a beta of 0.25. The company’s 50 day moving average is $100.09 and its 200-day moving average is $100.24. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $96.15 and a 1-year high of $101.46.

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.