iShares Core U.S. Aggregate Bond ETF $AGG Stock Holdings Lifted by Investment Research Partners LLC

Investment Research Partners LLC lifted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 5.9% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 97,161 shares of the company’s stock after acquiring an additional 5,405 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises approximately 4.2% of Investment Research Partners LLC’s holdings, making the stock its 2nd largest position. Investment Research Partners LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $9,705,000 at the end of the most recent reporting period.

Several other institutional investors have also made changes to their positions in AGG. Mercer Global Advisors Inc. ADV increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 17.5% in the third quarter. Mercer Global Advisors Inc. ADV now owns 33,227,135 shares of the company’s stock worth $3,331,020,000 after acquiring an additional 4,942,715 shares in the last quarter. Constellation Investments Inc. increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 70.2% in the fourth 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 in the last quarter. Valpey Financial Services LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 9,942.1% in the fourth quarter. Valpey Financial Services LLC now owns 2,872,830 shares of the company’s stock worth $286,938,000 after acquiring an additional 2,844,222 shares in the last quarter. Bank of America Corp DE increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 5.5% in the third quarter. Bank of America Corp DE now owns 46,326,160 shares of the company’s stock worth $4,644,198,000 after acquiring an additional 2,423,410 shares in the last quarter. Finally, LPL Financial LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 19.6% in the fourth quarter. LPL Financial LLC now owns 14,085,361 shares of the company’s stock worth $1,406,846,000 after acquiring an additional 2,304,418 shares in the last quarter. 83.63% of the stock is owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

iShares Core U.S. Aggregate Bond ETF stock opened at $98.88 on Friday. The firm’s 50 day simple moving average is $98.94 and its 200-day simple moving average is $99.69. The company has a market cap of $135.10 billion, a P/E ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $97.51 and a fifty-two 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.