iShares Core U.S. Aggregate Bond ETF $AGG Stock Holdings Boosted by Vestwell Advisors LLC

Vestwell Advisors LLC raised its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 14.5% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 408,301 shares of the company’s stock after purchasing an additional 51,729 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises 13.3% of Vestwell Advisors LLC’s holdings, making the stock its 3rd largest position. Vestwell Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $40,932,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in AGG. Wiser Advisor Group LLC acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the 3rd quarter valued at $29,000. North Ridge Wealth Advisors Inc. purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the 2nd quarter worth $29,000. Collier Financial acquired a new position in iShares Core U.S. Aggregate Bond ETF during the third quarter worth $31,000. JCIC Asset Management Inc. purchased a new position in iShares Core U.S. Aggregate Bond ETF during the third quarter valued at $32,000. Finally, Evolution Wealth Management Inc. purchased a new position in iShares Core U.S. Aggregate Bond ETF during the third quarter valued at $40,000. 83.63% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Down 0.4%

Shares of NYSEARCA AGG opened at $99.38 on Thursday. The firm has a market cap of $137.34 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. The company’s 50-day simple moving average is $100.27 and its 200-day simple moving average is $100.28. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $96.15 and a 52-week high of $101.46.

iShares Core U.S. Aggregate Bond ETF 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.