Twele Capital Management Inc. Has $41.28 Million Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Twele Capital Management Inc. raised its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 5.2% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 416,153 shares of the company’s stock after acquiring an additional 20,642 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up approximately 8.2% of Twele Capital Management Inc.’s investment portfolio, making the stock its 5th largest position. Twele Capital Management Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $41,282,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently made changes to their positions in AGG. Jones Financial Companies Lllp lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 7.5% in the first quarter. Jones Financial Companies Lllp now owns 138,625,924 shares of the company’s stock worth $13,686,743,000 after acquiring an additional 9,678,339 shares during the last quarter. RWA Wealth Partners LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 8,534.9% in the first quarter. RWA Wealth Partners LLC now owns 4,916,363 shares of the company’s stock worth $486,327,000 after acquiring an additional 4,859,427 shares during the last quarter. Raymond James Financial Inc. lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 4.4% in the first quarter. Raymond James Financial Inc. now owns 81,294,683 shares of the company’s stock worth $8,041,669,000 after acquiring an additional 3,421,606 shares during the last quarter. Goldman Sachs Group Inc. lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 13.9% in the first quarter. Goldman Sachs Group Inc. now owns 21,095,135 shares of the company’s stock worth $2,086,731,000 after acquiring an additional 2,567,446 shares during the last quarter. Finally, Northern Trust Corp lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 14.4% in the first quarter. Northern Trust Corp now owns 16,884,474 shares of the company’s stock worth $1,670,212,000 after acquiring an additional 2,120,169 shares during the last quarter. Institutional investors own 83.63% of the company’s stock.

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

AGG stock opened at $100.54 on Monday. The stock has a market capitalization of $130.45 billion, a P/E ratio of 124.57 and a beta of 0.12. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $95.74 and a 12 month high of $102.04. The firm has a 50-day moving average price of $98.99 and a 200-day moving average price of $98.44.

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.