iShares Core U.S. Aggregate Bond ETF $AGG Stake Raised by Keel Point LLC

Keel Point LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 9.5% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 460,998 shares of the company’s stock after acquiring an additional 40,076 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up about 2.8% of Keel Point LLC’s portfolio, making the stock its 5th largest holding. Keel Point LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $46,215,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently modified their holdings of the business. Wiser Advisor Group LLC acquired a new position in iShares Core U.S. Aggregate Bond ETF in the 3rd quarter worth about $29,000. North Ridge Wealth Advisors Inc. acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the second quarter valued at approximately $29,000. Collier Financial acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the third quarter valued at approximately $31,000. JCIC Asset Management Inc. purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the third quarter valued at approximately $32,000. Finally, Evolution Wealth Management Inc. purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the third quarter valued at approximately $40,000. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of AGG stock opened at $99.38 on Thursday. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $96.15 and a 1-year high of $101.46. The company has a market cap of $137.34 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. The stock has a 50 day simple moving average of $100.27 and a 200-day simple moving average of $100.28.

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.