Sunesis Advisors LLC Makes New $16.48 Million Investment in iShares Core U.S. Aggregate Bond ETF $AGG

Sunesis Advisors LLC acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) during the 3rd quarter, according to its most recent 13F filing with the SEC. The firm acquired 164,358 shares of the company’s stock, valued at approximately $16,477,000. iShares Core U.S. Aggregate Bond ETF accounts for about 7.7% of Sunesis Advisors LLC’s investment portfolio, making the stock its 3rd largest position.

A number of other large investors also recently modified their holdings of the company. Brighton Jones LLC increased its stake in iShares Core U.S. Aggregate Bond ETF by 238.0% in the 4th quarter. Brighton Jones LLC now owns 9,984 shares of the company’s stock worth $967,000 after buying an additional 7,030 shares in the last quarter. Revolve Wealth Partners LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 50.0% in the fourth quarter. Revolve Wealth Partners LLC now owns 9,127 shares of the company’s stock valued at $884,000 after acquiring an additional 3,044 shares in the last quarter. Vontobel Holding Ltd. boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 6.9% in the second quarter. Vontobel Holding Ltd. now owns 4,805 shares of the company’s stock worth $477,000 after acquiring an additional 310 shares during the period. Eastern Bank grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 79.1% during the second quarter. Eastern Bank now owns 3,046 shares of the company’s stock worth $302,000 after purchasing an additional 1,345 shares in the last quarter. Finally, Drucker Wealth 3.0 LLC grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 3.0% during the second quarter. Drucker Wealth 3.0 LLC now owns 4,813 shares of the company’s stock worth $474,000 after purchasing an additional 139 shares in the last quarter. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.1%

Shares of AGG opened at $100.13 on Monday. The business’s 50 day moving average is $100.03 and its 200 day moving average is $100.01. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $96.15 and a 12-month high of $101.35. The company has a market capitalization of $138.38 billion, a PE ratio of 124.57 and a beta of 0.25.

About iShares Core U.S. Aggregate Bond ETF

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.