iShares Core U.S. Aggregate Bond ETF $AGG Shares Bought by Fortis Capital Advisors LLC

Fortis Capital Advisors LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 64.0% during the second quarter, Holdings Channel reports. The firm owned 38,268 shares of the company’s stock after acquiring an additional 14,927 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises 0.7% of Fortis Capital Advisors LLC’s portfolio, making the stock its 27th largest holding. Fortis Capital Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $3,796,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds also recently modified their holdings of the company. Briaud Financial Planning Inc acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 1st quarter worth about $25,000. MTM Investment Management LLC acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 1st quarter worth about $37,000. AlphaCore Capital LLC acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 1st quarter worth about $40,000. Godsey & Gibb Inc. acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 1st quarter worth about $46,000. Finally, Atlas Capital Advisors Inc. increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 66.7% in the 1st quarter. Atlas Capital Advisors Inc. now owns 500 shares of the company’s stock worth $49,000 after acquiring an additional 200 shares during the period. 83.63% of the stock is owned by institutional investors and hedge funds.

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

AGG stock opened at $100.18 on Friday. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $95.74 and a fifty-two week high of $101.02. The firm’s 50-day simple moving average is $99.62 and its 200 day simple moving average is $98.62. The stock has a market cap of $132.01 billion, a PE ratio of 124.57 and a beta of 0.12.

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.