Ascentis Independent Advisors lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 101.5% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 193,277 shares of the company’s stock after purchasing an additional 97,361 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up about 1.5% of Ascentis Independent Advisors’ investment portfolio, making the stock its 6th biggest position. Ascentis Independent Advisors’ holdings in iShares Core U.S. Aggregate Bond ETF were worth $19,187,000 as of its most recent filing with the Securities and Exchange Commission.
Other hedge funds have also modified their holdings of the company. NBC Securities Inc. increased its position in iShares Core U.S. Aggregate Bond ETF by 30.1% in the 4th quarter. NBC Securities Inc. now owns 59,388 shares of the company’s stock worth $5,932,000 after buying an additional 13,724 shares during the period. Capital Asset Advisory Services LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 8.7% in the fourth quarter. Capital Asset Advisory Services LLC now owns 1,772,568 shares of the company’s stock valued at $177,292,000 after acquiring an additional 141,584 shares during the period. Curated Wealth Partners LLC acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter worth $3,913,000. CPR Investments Inc. grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 205.1% in the fourth quarter. CPR Investments Inc. now owns 53,934 shares of the company’s stock worth $5,387,000 after acquiring an additional 36,256 shares during the last quarter. Finally, Clearstead Advisors LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 22.2% in the fourth quarter. Clearstead Advisors LLC now owns 217,140 shares of the company’s stock worth $21,688,000 after acquiring an additional 39,415 shares during the last quarter. 83.63% of the stock is owned by institutional investors.
iShares Core U.S. Aggregate Bond ETF Stock Performance
NYSEARCA AGG opened at $98.61 on Monday. The firm has a 50-day simple moving average of $98.76 and a 200 day simple moving average of $99.53. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $97.51 and a twelve month high of $101.46. The stock has a market cap of $138.36 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.
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