iShares Core U.S. Aggregate Bond ETF $AGG Shares Acquired by Caldwell Trust Co

Caldwell Trust Co increased its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 7.5% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 145,705 shares of the company’s stock after buying an additional 10,178 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises approximately 1.3% of Caldwell Trust Co’s portfolio, making the stock its 17th largest position. Caldwell Trust Co’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $14,464,000 at the end of the most recent quarter.

A number of other large investors have also recently added to or reduced their stakes in the business. Raymond James Financial Inc. grew its position in iShares Core U.S. Aggregate Bond ETF by 7.0% in the fourth quarter. Raymond James Financial Inc. now owns 84,760,819 shares of the company’s stock worth $8,465,912,000 after acquiring an additional 5,514,115 shares during the period. Bank of America Corp DE raised its position in iShares Core U.S. Aggregate Bond ETF by 16.0% in the fourth quarter. Bank of America Corp DE now owns 53,737,402 shares of the company’s stock valued at $5,367,292,000 after purchasing an additional 7,411,242 shares during the period. US Bancorp DE raised its position in iShares Core U.S. Aggregate Bond ETF by 1.2% in the fourth quarter. US Bancorp DE now owns 42,844,111 shares of the company’s stock valued at $4,279,296,000 after purchasing an additional 489,837 shares during the period. Mercer Global Advisors Inc. ADV lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 9.1% in the 4th quarter. Mercer Global Advisors Inc. ADV now owns 36,259,568 shares of the company’s stock valued at $3,621,605,000 after purchasing an additional 3,032,433 shares during the last quarter. Finally, Morgan Stanley lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 4.0% in the 4th quarter. Morgan Stanley now owns 32,483,415 shares of the company’s stock valued at $3,244,444,000 after purchasing an additional 1,245,217 shares during the last quarter. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.1%

NYSEARCA AGG opened at $99.34 on Friday. The stock has a market cap of $135.73 billion, a PE ratio of 124.57 and a beta of 0.25. 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 fifty day simple moving average of $98.85 and a 200-day simple moving average of $99.57.

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.