Charles Schwab Trust Co Acquires 36,387 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Charles Schwab Trust Co raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 5.2% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 735,613 shares of the company’s stock after buying an additional 36,387 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises 4.0% of Charles Schwab Trust Co’s investment portfolio, making the stock its 9th largest holding. Charles Schwab Trust Co owned approximately 0.05% of iShares Core U.S. Aggregate Bond ETF worth $69,545,000 as of its most recent SEC filing.

Several other hedge funds also recently modified their holdings of the business. WealthPlan Investment Management LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 8.3% during the third quarter. WealthPlan Investment Management LLC now owns 331,259 shares of the company’s stock valued at $31,317,000 after buying an additional 25,281 shares during the last quarter. Nvwm LLC lifted its position in iShares Core U.S. Aggregate Bond ETF by 18.2% in the third quarter. Nvwm LLC now owns 37,360 shares of the company’s stock worth $3,532,000 after purchasing an additional 5,764 shares during the period. Orgel Wealth Management LLC lifted its position in iShares Core U.S. Aggregate Bond ETF by 6.1% in the third quarter. Orgel Wealth Management LLC now owns 15,568 shares of the company’s stock worth $1,472,000 after purchasing an additional 893 shares during the period. Fort Washington Investment Advisors Inc. OH acquired a new stake in iShares Core U.S. Aggregate Bond ETF during the third quarter worth $1,644,000. Finally, Mather Group LLC. acquired a new stake in iShares Core U.S. Aggregate Bond ETF during the third quarter worth $61,761,000. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.6%

iShares Core U.S. Aggregate Bond ETF stock traded up $0.59 on Thursday, hitting $95.41. The company’s stock had a trading volume of 3,844,664 shares, compared to its average volume of 9,535,017. The firm has a market cap of $138.33 billion, a P/E ratio of 124.57 and a beta of 0.26. The company has a fifty day moving average price of $96.24 and a 200-day moving average price of $97.81. iShares Core U.S. Aggregate Bond ETF has a one year low of $93.83 and a one year high of $101.46.

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.