J.W. Cole Advisors Inc. Buys 8,193 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

J.W. Cole Advisors Inc. raised its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 6.7% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 131,278 shares of the company’s stock after acquiring an additional 8,193 shares during the period. J.W. Cole Advisors Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $13,161,000 at the end of the most recent quarter.

Several other large investors also recently modified their holdings of AGG. Envestnet Asset Management Inc. increased its holdings in iShares Core U.S. Aggregate Bond ETF by 11.8% in the 2nd quarter. Envestnet Asset Management Inc. now owns 54,218,326 shares of the company’s stock valued at $5,378,443,000 after buying an additional 5,728,914 shares during the period. US Bancorp DE lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 29.1% during the 2nd quarter. US Bancorp DE now owns 43,988,044 shares of the company’s stock worth $4,363,640,000 after acquiring an additional 9,922,958 shares during the period. Bank of America Corp DE boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 4.6% during the 2nd quarter. Bank of America Corp DE now owns 43,902,750 shares of the company’s stock worth $4,355,153,000 after acquiring an additional 1,915,497 shares in the last quarter. Betterment LLC increased its stake in iShares Core U.S. Aggregate Bond ETF by 5.4% in the second quarter. Betterment LLC now owns 23,067,850 shares of the company’s stock valued at $2,288,331,000 after acquiring an additional 1,191,388 shares during the last quarter. Finally, Envestnet Portfolio Solutions Inc. raised its position in iShares Core U.S. Aggregate Bond ETF by 12.4% during the second quarter. Envestnet Portfolio Solutions Inc. now owns 18,959,615 shares of the company’s stock valued at $1,880,794,000 after purchasing an additional 2,093,359 shares in the last quarter. 83.63% of the stock is owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of AGG stock opened at $99.70 on Wednesday. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $96.15 and a fifty-two week high of $101.35. The stock’s fifty day moving average price is $100.09 and its two-hundred day moving average price is $99.98. The company has a market cap of $137.69 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.