iShares Core U.S. Aggregate Bond ETF $AGG is Adaptive Financial Consulting LLC’s Largest Position

Adaptive Financial Consulting LLC grew its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 4.6% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 574,298 shares of the company’s stock after buying an additional 25,281 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up about 21.8% of Adaptive Financial Consulting LLC’s investment portfolio, making the stock its largest holding. Adaptive Financial Consulting LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $57,011,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in the company. Thayer Partners LLC MA grew its holdings in iShares Core U.S. Aggregate Bond ETF by 3.4% during the first quarter. Thayer Partners LLC MA now owns 212,801 shares of the company’s stock valued at $21,125,000 after purchasing an additional 6,994 shares during the last quarter. Independent Financial Group LLC bought a new position in shares of iShares Core U.S. Aggregate Bond ETF in the first quarter valued at approximately $2,029,000. Frazier Financial Advisors LLC acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the first quarter worth $45,000. W.G. Shaheen & Associates DBA Whitney & Co lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 2.8% in the first quarter. W.G. Shaheen & Associates DBA Whitney & Co now owns 9,173 shares of the company’s stock worth $911,000 after buying an additional 246 shares during the last quarter. Finally, Quartz Partners LLC boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 636.4% during the 1st quarter. Quartz Partners LLC now owns 57,806 shares of the company’s stock worth $5,738,000 after buying an additional 49,956 shares during the period. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Down 0.0%

NYSEARCA AGG opened at $98.13 on Friday. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $97.51 and a 1 year high of $101.46. The company has a fifty day simple moving average of $98.57 and a 200 day simple moving average of $99.41. The company has a market cap of $138.46 billion, a P/E ratio of 124.57 and a beta of 0.25.

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.