iShares Core U.S. Aggregate Bond ETF $AGG is Global Assets Advisory LLC’s 7th Largest Position

Global Assets Advisory LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 19.5% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 75,110 shares of the company’s stock after buying an additional 12,278 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises 2.1% of Global Assets Advisory LLC’s holdings, making the stock its 7th largest holding. Global Assets Advisory LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $7,502,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of the stock. Kampmann Melissa S. lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 1.0% in the fourth quarter. Kampmann Melissa S. now owns 10,508 shares of the company’s stock worth $1,051,000 after buying an additional 100 shares during the period. Rothschild Investment LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 4.4% in the third quarter. Rothschild Investment LLC now owns 2,441 shares of the company’s stock worth $245,000 after buying an additional 102 shares during the period. Woodside Wealth Management LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 1.7% in the third quarter. Woodside Wealth Management LLC now owns 6,241 shares of the company’s stock worth $626,000 after buying an additional 104 shares during the period. Stephens Consulting LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 9.4% in the fourth quarter. Stephens Consulting LLC now owns 1,288 shares of the company’s stock worth $129,000 after buying an additional 111 shares during the period. Finally, Hoge Financial Services LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 1.3% in the fourth quarter. Hoge Financial Services LLC now owns 8,521 shares of the company’s stock worth $851,000 after buying an additional 111 shares during the period. 83.63% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of AGG opened at $98.44 on Tuesday. iShares Core U.S. Aggregate Bond ETF has a one year low of $97.08 and a one year high of $101.46. The company has a 50-day simple moving average of $99.07 and a two-hundred day simple moving average of $99.83. The firm has a market capitalization of $134.50 billion, a PE ratio of 124.57 and a beta of 0.26.

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.