Sterling Investment Advisors LLC ADV Makes New $4.24 Million Investment in iShares Core U.S. Aggregate Bond ETF $AGG

Sterling Investment Advisors LLC ADV purchased a new position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 44,868 shares of the company’s stock, valued at approximately $4,242,000. iShares Core U.S. Aggregate Bond ETF makes up approximately 1.9% of Sterling Investment Advisors LLC ADV’s portfolio, making the stock its 18th largest holding.

A number of other large investors have also added to or reduced their stakes in AGG. Main Street Group LTD bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 1st quarter valued at about $30,000. John Boyer Inc. purchased a new stake in iShares Core U.S. Aggregate Bond ETF during the third quarter valued at approximately $33,000. Investors Research Corp lifted its position in iShares Core U.S. Aggregate Bond ETF by 73.4% during the second quarter. Investors Research Corp now owns 352 shares of the company’s stock valued at $35,000 after acquiring an additional 149 shares during the last quarter. Signature Equity Partners LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF by 182.9% in the first quarter. Signature Equity Partners LLC now owns 413 shares of the company’s stock valued at $41,000 after acquiring an additional 267 shares in the last quarter. Finally, Downshift Financial LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF by 306.9% in the third quarter. Downshift Financial LLC now owns 415 shares of the company’s stock valued at $39,000 after acquiring an additional 313 shares in the last quarter. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Trading Down 0.2%

NYSEARCA AGG opened at $95.89 on Thursday. The firm’s fifty day simple moving average is $95.90 and its two-hundred day simple moving average is $98.30. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $93.83 and a 12-month high of $101.46. The firm has a market capitalization of $139.13 billion, a P/E ratio of 124.57 and a beta of 0.26.

iShares Core U.S. Aggregate Bond ETF 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.