iShares Core U.S. Aggregate Bond ETF $AGG Holdings Boosted by Westfuller Advisors LLC

Westfuller Advisors LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 287.5% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 27,131 shares of the company’s stock after purchasing an additional 20,129 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up 1.2% of Westfuller Advisors LLC’s portfolio, making the stock its 22nd biggest position. Westfuller Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $2,720,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also modified their holdings of AGG. Angeles Investment Advisors LLC acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 2nd quarter valued at about $26,000. North Ridge Wealth Advisors Inc. acquired a new position in iShares Core U.S. Aggregate Bond ETF in the 2nd quarter valued at approximately $29,000. JCIC Asset Management Inc. purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the 3rd quarter worth approximately $32,000. Evolution Wealth Management Inc. purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the 3rd quarter worth approximately $40,000. Finally, Transce3nd LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 84.7% during the 2nd quarter. Transce3nd LLC now owns 484 shares of the company’s stock valued at $48,000 after buying an additional 222 shares during the period. Hedge funds and other institutional investors own 83.63% of the company’s stock.

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

NYSEARCA AGG opened at $100.11 on Friday. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $96.15 and a 12-month high of $101.35. The company has a 50 day moving average price of $100.13 and a two-hundred day moving average price of $99.85. The stock has a market capitalization of $137.01 billion, a PE ratio of 124.57 and a beta of 0.25.

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.