Heartland Advisors Inc. Has $5.29 Million Position in iShares Core U.S. Aggregate Bond ETF $AGG

Heartland Advisors Inc. raised its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 39.4% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 53,327 shares of the company’s stock after acquiring an additional 15,069 shares during the quarter. Heartland Advisors Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $5,294,000 as of its most recent SEC filing.

Other institutional investors have also recently bought and sold shares of the company. Kampmann Melissa S. grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.0% during the fourth quarter. Kampmann Melissa S. now owns 10,508 shares of the company’s stock worth $1,051,000 after purchasing an additional 100 shares during the period. Verus Wealth Management LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF by 1.3% in the first quarter. Verus Wealth Management LLC now owns 8,057 shares of the company’s stock valued at $800,000 after purchasing an additional 106 shares during the last quarter. Childress Capital Advisors LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF by 1.0% in the first quarter. Childress Capital Advisors LLC now owns 10,646 shares of the company’s stock valued at $1,057,000 after buying an additional 107 shares during the period. Stephens Consulting LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF by 9.4% in the fourth quarter. Stephens Consulting LLC now owns 1,288 shares of the company’s stock valued at $129,000 after buying an additional 111 shares during the period. Finally, Hoge Financial Services LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 1.3% during the fourth quarter. Hoge Financial Services LLC now owns 8,521 shares of the company’s stock worth $851,000 after buying an additional 111 shares during the last quarter. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of AGG opened at $98.20 on Monday. The stock has a market cap of $138.63 billion, a P/E ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $97.51 and a 1 year high of $101.46. The stock’s 50-day moving average price is $98.55 and its two-hundred day moving average price is $99.40.

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.