Ellenbecker Investment Group lifted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 12.4% during the first quarter, according to the company in its most recent filing with the SEC. The fund owned 822,182 shares of the company’s stock after buying an additional 90,541 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up 11.0% of Ellenbecker Investment Group’s portfolio, making the stock its 2nd biggest position. Ellenbecker Investment Group’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $81,618,000 as of its most recent SEC filing.
A number of other large investors also recently modified their holdings of AGG. Valley National Advisers Inc. grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 339.0% during the 4th quarter. Valley National Advisers Inc. now owns 259 shares of the company’s stock valued at $25,000 after buying an additional 200 shares during the last quarter. Cresta Advisors Ltd. acquired a new stake in iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth about $25,000. Blueline Advisors LLC bought a new position in iShares Core U.S. Aggregate Bond ETF in the fourth quarter worth about $25,000. First Command Advisory Services Inc. lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 321.2% in the fourth quarter. First Command Advisory Services Inc. now owns 278 shares of the company’s stock worth $28,000 after acquiring an additional 212 shares during the last quarter. Finally, Wiser Advisor Group LLC bought a new position in iShares Core U.S. Aggregate Bond ETF in the third quarter worth about $29,000. 83.63% of the stock is currently owned by institutional investors.
iShares Core U.S. Aggregate Bond ETF Stock Down 0.4%
Shares of AGG stock opened at $98.98 on Wednesday. The business has a 50 day moving average of $98.83 and a two-hundred day moving average of $99.56. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $97.51 and a 52 week high of $101.46. The company has a market cap of $135.24 billion, a P/E ratio of 124.57 and a beta of 0.25.
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.
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