Capital Asset Advisory Services LLC Has $161.50 Million Position in iShares Core U.S. Aggregate Bond ETF $AGG

Capital Asset Advisory Services LLC lowered its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGGFree Report) by 8.7% during the first quarter, Holdings Channel reports. The firm owned 1,617,571 shares of the company’s stock after selling 154,997 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises 5.8% of Capital Asset Advisory Services LLC’s portfolio, making the stock its 3rd largest holding. Capital Asset Advisory Services LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $161,498,000 as of its most recent filing with the SEC.

A number of other institutional investors also recently modified their holdings of AGG. Bank of America Corp DE raised its stake in iShares Core U.S. Aggregate Bond ETF by 16.0% during the fourth quarter. Bank of America Corp DE now owns 53,737,402 shares of the company’s stock worth $5,367,292,000 after buying an additional 7,411,242 shares during the last quarter. Raymond James Financial Inc. boosted its position in iShares Core U.S. Aggregate Bond ETF by 7.0% during the fourth quarter. Raymond James Financial Inc. now owns 84,760,819 shares of the company’s stock valued at $8,465,912,000 after acquiring an additional 5,514,115 shares during the last quarter. Mercer Global Advisors Inc. ADV boosted its position in iShares Core U.S. Aggregate Bond ETF by 17.5% during the third quarter. Mercer Global Advisors Inc. ADV now owns 33,227,135 shares of the company’s stock valued at $3,331,020,000 after acquiring an additional 4,942,715 shares during the last quarter. Northern Trust Corp grew its holdings in iShares Core U.S. Aggregate Bond ETF by 25.1% during the 4th quarter. Northern Trust Corp now owns 20,705,925 shares of the company’s stock worth $2,068,108,000 after acquiring an additional 4,148,106 shares during the period. Finally, Constellation Investments Inc. grew its holdings in iShares Core U.S. Aggregate Bond ETF by 70.2% during the 4th quarter. Constellation Investments Inc. now owns 7,062,919 shares of the company’s stock worth $705,444,000 after acquiring an additional 2,914,000 shares during the period. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Trading Down 0.5%

AGG stock opened at $98.50 on Thursday. The stock has a 50-day moving average price of $98.80 and a 200-day moving average price of $99.55. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $97.51 and a 1-year high of $101.46. The firm has a market cap of $138.21 billion, a PE ratio of 124.57 and a beta of 0.25.

iShares Core U.S. Aggregate Bond ETF Profile

(Free Report)

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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Institutional Ownership by Quarter for iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

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