Carbahal Olsen Financial Services Group LLC Grows Stake in iShares Core U.S. Aggregate Bond ETF $AGG

Carbahal Olsen Financial Services Group LLC increased its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 4.1% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 109,479 shares of the company’s stock after acquiring an additional 4,325 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises about 9.3% of Carbahal Olsen Financial Services Group LLC’s investment portfolio, making the stock its 5th biggest position. Carbahal Olsen Financial Services Group LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $10,860,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in AGG. US Bancorp DE boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 29.1% during the 2nd quarter. US Bancorp DE now owns 43,988,044 shares of the company’s stock valued at $4,363,640,000 after acquiring an additional 9,922,958 shares in the last quarter. Jones Financial Companies Lllp boosted its position in iShares Core U.S. Aggregate Bond ETF by 7.5% in the first quarter. Jones Financial Companies Lllp now owns 138,625,924 shares of the company’s stock valued at $13,686,743,000 after buying an additional 9,678,339 shares in the last quarter. RWA Wealth Partners LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 8,534.9% during the first quarter. RWA Wealth Partners LLC now owns 4,916,363 shares of the company’s stock worth $486,327,000 after purchasing an additional 4,859,427 shares in the last quarter. Raymond James Financial Inc. lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 4.4% during the first quarter. Raymond James Financial Inc. now owns 81,294,683 shares of the company’s stock worth $8,041,669,000 after purchasing an additional 3,421,606 shares in the last quarter. Finally, Goldman Sachs Group Inc. lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 13.9% during the first quarter. Goldman Sachs Group Inc. now owns 21,095,135 shares of the company’s stock worth $2,086,731,000 after purchasing an additional 2,567,446 shares in the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

AGG opened at $100.43 on Monday. The company has a market cap of $132.75 billion, a price-to-earnings ratio of 124.57 and a beta of 0.12. The firm has a 50 day simple moving average of $99.76 and a 200 day simple moving average of $98.68. 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.

About iShares Core U.S. Aggregate Bond ETF

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.