iShares Core U.S. Aggregate Bond ETF $AGG is Global Assets Advisory LLC’s 7th Largest Position

Global Assets Advisory LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 19.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 75,110 shares of the company’s stock after buying an additional 12,278 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises approximately 2.1% of Global Assets Advisory LLC’s portfolio, making the stock its 7th largest position. Global Assets Advisory LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $7,502,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in AGG. CENTRAL TRUST Co boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 62.1% during the third quarter. CENTRAL TRUST Co now owns 22,762 shares of the company’s stock worth $2,282,000 after purchasing an additional 8,723 shares during the period. CPR Investments Inc. boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 205.1% during the fourth quarter. CPR Investments Inc. now owns 53,934 shares of the company’s stock worth $5,387,000 after purchasing an additional 36,256 shares during the period. Bright Financial Advisors Inc. boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 7.1% during the third quarter. Bright Financial Advisors Inc. now owns 353,529 shares of the company’s stock worth $35,441,000 after purchasing an additional 23,511 shares during the period. Curated Wealth Partners LLC purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth about $3,913,000. Finally, NBC Securities Inc. boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 30.1% during the fourth quarter. NBC Securities Inc. now owns 59,388 shares of the company’s stock worth $5,932,000 after purchasing an additional 13,724 shares during the period. 83.63% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

iShares Core U.S. Aggregate Bond ETF stock opened at $98.44 on Tuesday. The firm has a 50-day moving average of $99.07 and a 200-day moving average of $99.83. The firm has a market cap of $134.50 billion, a P/E ratio of 124.57 and a beta of 0.26. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $97.08 and a 1-year high of $101.46.

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.