Ellenbecker Investment Group Has $81.62 Million Stock Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Ellenbecker Investment Group grew its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 12.4% during the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 822,182 shares of the company’s stock after purchasing an additional 90,541 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up approximately 11.0% of Ellenbecker Investment Group’s holdings, making the stock its 2nd biggest holding. Ellenbecker Investment Group owned about 0.06% of iShares Core U.S. Aggregate Bond ETF worth $81,618,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of AGG. Valley National Advisers Inc. grew its stake in iShares Core U.S. Aggregate Bond ETF by 339.0% in the fourth quarter. Valley National Advisers Inc. now owns 259 shares of the company’s stock worth $25,000 after purchasing an additional 200 shares in the last quarter. Cresta Advisors Ltd. acquired a new stake in iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at approximately $25,000. Blueline Advisors LLC acquired a new stake in iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at approximately $25,000. First Command Advisory Services Inc. raised its stake in iShares Core U.S. Aggregate Bond ETF by 321.2% during the fourth quarter. First Command Advisory Services Inc. now owns 278 shares of the company’s stock valued at $28,000 after buying an additional 212 shares in the last quarter. Finally, Wiser Advisor Group LLC bought a new position in iShares Core U.S. Aggregate Bond ETF during the 3rd quarter worth approximately $29,000. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Down 0.4%

Shares of AGG opened at $98.98 on Wednesday. The firm has a market cap of $135.24 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. The stock has a 50 day moving average of $98.83 and a 200-day moving average of $99.56. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $97.51 and a 52 week high of $101.46.

iShares Core U.S. Aggregate Bond ETF 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.