iShares Core U.S. Aggregate Bond ETF $AGG Stake Boosted by Moneta Group Investment Advisors LLC

Moneta Group Investment Advisors LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 5.8% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 125,171 shares of the company’s stock after purchasing an additional 6,845 shares during the quarter. Moneta Group Investment Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $12,548,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in AGG. Cultivar Capital Inc. boosted its position in iShares Core U.S. Aggregate Bond ETF by 3.3% during the 3rd quarter. Cultivar Capital Inc. now owns 239,111 shares of the company’s stock valued at $23,971,000 after purchasing an additional 7,750 shares during the period. Ellenbecker Investment Group increased its position in iShares Core U.S. Aggregate Bond ETF by 8.5% in the third quarter. Ellenbecker Investment Group now owns 648,841 shares of the company’s stock worth $65,046,000 after buying an additional 50,564 shares during the period. CX Institutional lifted its stake in iShares Core U.S. Aggregate Bond ETF by 205.4% in the third quarter. CX Institutional now owns 157,491 shares of the company’s stock valued at $15,788,000 after buying an additional 105,924 shares during the last quarter. Fulton Breakefield Broenniman LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF by 1.9% in the third quarter. Fulton Breakefield Broenniman LLC now owns 384,827 shares of the company’s stock valued at $38,579,000 after buying an additional 7,345 shares during the last quarter. Finally, CVA Family Office LLC boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 8.2% during the third quarter. CVA Family Office LLC now owns 113,857 shares of the company’s stock valued at $11,414,000 after acquiring an additional 8,593 shares during the period. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

iShares Core U.S. Aggregate Bond ETF stock opened at $99.60 on Tuesday. The company has a 50-day simple moving average of $100.29 and a 200-day simple moving average of $100.28. The firm has a market capitalization of $137.65 billion, a P/E ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a one year low of $96.15 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.