iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) is Bell Bank’s 9th Largest Position

Bell Bank lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 6.8% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 551,354 shares of the company’s stock after buying an additional 34,872 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises 2.9% of Bell Bank’s investment portfolio, making the stock its 9th biggest position. Bell Bank’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $54,540,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Prevail Innovative Wealth Advisors LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 32.1% in the fourth quarter. Prevail Innovative Wealth Advisors LLC now owns 17,314 shares of the company’s stock valued at $1,678,000 after acquiring an additional 4,207 shares during the period. Diversified Enterprises LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF by 6.6% in the 4th quarter. Diversified Enterprises LLC now owns 122,104 shares of the company’s stock worth $11,832,000 after purchasing an additional 7,526 shares in the last quarter. WealthTrust Asset Management LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 0.3% in the 4th quarter. WealthTrust Asset Management LLC now owns 59,467 shares of the company’s stock valued at $5,762,000 after purchasing an additional 198 shares during the period. Howe & Rusling Inc. grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 96.9% during the 4th quarter. Howe & Rusling Inc. now owns 8,691 shares of the company’s stock valued at $842,000 after purchasing an additional 4,277 shares in the last quarter. Finally, Invesco Ltd. bought a new position in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter worth $9,181,000. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

NYSEARCA:AGG opened at $97.76 on Tuesday. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $95.74 and a 52-week high of $102.04. The stock has a fifty day moving average of $97.76 and a 200 day moving average of $97.79. The firm has a market capitalization of $124.16 billion, a price-to-earnings ratio of 124.57 and a beta of 0.24.

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.