Sovran Advisors LLC Has $6.56 Million Position in iShares Core U.S. Aggregate Bond ETF $AGG

Sovran Advisors LLC raised its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 86.7% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 65,194 shares of the company’s stock after purchasing an additional 30,270 shares during the period. Sovran Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $6,558,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. Cultivar Capital Inc. grew its position in iShares Core U.S. Aggregate Bond ETF by 3.3% during the third quarter. Cultivar Capital Inc. now owns 239,111 shares of the company’s stock worth $23,971,000 after buying an additional 7,750 shares in the last quarter. Ellenbecker Investment Group lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 8.5% in the 3rd quarter. Ellenbecker Investment Group now owns 648,841 shares of the company’s stock worth $65,046,000 after acquiring an additional 50,564 shares during the period. CX Institutional grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 205.4% during the 3rd quarter. CX Institutional now owns 157,491 shares of the company’s stock worth $15,788,000 after purchasing an additional 105,924 shares in the last quarter. Fulton Breakefield Broenniman LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.9% during the third quarter. Fulton Breakefield Broenniman LLC now owns 384,827 shares of the company’s stock valued at $38,579,000 after purchasing an additional 7,345 shares during the period. Finally, CVA Family Office LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 8.2% during the third quarter. CVA Family Office LLC now owns 113,857 shares of the company’s stock valued at $11,414,000 after purchasing an additional 8,593 shares during the period. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $100.11 on Monday. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $96.15 and a 52-week high of $101.35. The firm has a market capitalization of $137.01 billion, a PE ratio of 124.57 and a beta of 0.25. The company’s fifty day moving average price is $100.13 and its two-hundred day moving average price is $99.88.

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.