iShares Core U.S. Aggregate Bond ETF $AGG is FDx Advisors Inc.’s 9th Largest Position

FDx Advisors Inc. lowered its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 2.1% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 89,528 shares of the company’s stock after selling 1,956 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises 2.7% of FDx Advisors Inc.’s portfolio, making the stock its 9th largest position. FDx Advisors Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $8,881,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors also recently bought and sold shares of AGG. Briaud Financial Planning Inc purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 1st quarter worth approximately $25,000. MTM Investment Management LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the first quarter valued at approximately $37,000. AlphaCore Capital LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the first quarter worth $40,000. Atlas Capital Advisors Inc. raised its holdings in iShares Core U.S. Aggregate Bond ETF by 66.7% in the first quarter. Atlas Capital Advisors Inc. now owns 500 shares of the company’s stock worth $49,000 after purchasing an additional 200 shares in the last quarter. Finally, MJT & Associates Financial Advisory Group Inc. purchased a new position in iShares Core U.S. Aggregate Bond ETF during the first quarter valued at $56,000. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Trading Down 0.0%

Shares of AGG stock opened at $100.20 on Friday. The company’s fifty day moving average price is $100.39 and its 200-day moving average price is $99.05. The stock has a market cap of $134.84 billion, a PE ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $95.74 and a 12 month high of $101.35.

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.