iShares Core U.S. Aggregate Bond ETF $AGG is Sunesis Advisors LLC’s 2nd Largest Position

Sunesis Advisors LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 11.2% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 182,703 shares of the company’s stock after purchasing an additional 18,345 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up 8.3% of Sunesis Advisors LLC’s investment portfolio, making the stock its 2nd largest holding. Sunesis Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $18,248,000 as of its most recent SEC filing.

Several other large investors have also recently made changes to their positions in the business. Kampmann Melissa S. increased its holdings in iShares Core U.S. Aggregate Bond ETF by 1.0% in the 4th quarter. Kampmann Melissa S. now owns 10,508 shares of the company’s stock worth $1,051,000 after acquiring an additional 100 shares during the last quarter. Rothschild Investment LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF by 4.4% in the 3rd quarter. Rothschild Investment LLC now owns 2,441 shares of the company’s stock worth $245,000 after acquiring an additional 102 shares during the last quarter. Woodside Wealth Management LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF by 1.7% in the 3rd quarter. Woodside Wealth Management LLC now owns 6,241 shares of the company’s stock worth $626,000 after acquiring an additional 104 shares during the last quarter. Realta Investment Advisors increased its holdings in iShares Core U.S. Aggregate Bond ETF by 0.9% in the 3rd quarter. Realta Investment Advisors now owns 11,327 shares of the company’s stock worth $1,135,000 after acquiring an additional 105 shares during the last quarter. Finally, Stephens Consulting LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF by 9.4% in the 4th quarter. Stephens Consulting LLC now owns 1,288 shares of the company’s stock worth $129,000 after acquiring an additional 111 shares during the last quarter. 83.63% of the stock is owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of AGG opened at $98.90 on Friday. The business has a 50-day moving average of $99.68 and a 200 day moving average of $100.08. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $96.66 and a fifty-two week high of $101.46. The firm has a market cap of $135.13 billion, a P/E ratio of 124.57 and a beta of 0.26.

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.