Adaptive Financial Consulting LLC Has $54.84 Million Stock Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Adaptive Financial Consulting LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 2.6% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 549,017 shares of the company’s stock after acquiring an additional 13,771 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up approximately 21.3% of Adaptive Financial Consulting LLC’s holdings, making the stock its biggest holding. Adaptive Financial Consulting LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $54,836,000 as of its most recent SEC filing.

Other institutional investors have also recently bought and sold shares of the company. Vise Technologies Inc. boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 207.3% during the 4th quarter. Vise Technologies Inc. now owns 197,400 shares of the company’s stock valued at $19,716,000 after acquiring an additional 133,154 shares in the last quarter. Ted Buchan & Co grew its position in iShares Core U.S. Aggregate Bond ETF by 6.6% during the 4th quarter. Ted Buchan & Co now owns 224,776 shares of the company’s stock worth $22,451,000 after acquiring an additional 14,013 shares during the last quarter. Verus Capital Partners LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF by 11.5% in the 4th quarter. Verus Capital Partners LLC now owns 6,755 shares of the company’s stock worth $675,000 after purchasing an additional 697 shares in the last quarter. Greenspring Advisors LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF by 173.0% in the 4th quarter. Greenspring Advisors LLC now owns 883,168 shares of the company’s stock worth $88,211,000 after purchasing an additional 559,683 shares in the last quarter. Finally, Evolution Wealth Management Inc. raised its position in iShares Core U.S. Aggregate Bond ETF by 114.0% in the fourth quarter. Evolution Wealth Management Inc. now owns 858 shares of the company’s stock valued at $86,000 after purchasing an additional 457 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 Trading Up 0.2%

Shares of AGG stock opened at $98.66 on Friday. The firm has a market capitalization of $134.80 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. The business’s 50-day moving average price is $98.99 and its 200-day moving average price is $99.75. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $97.25 and a 12 month 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.