iShares Core U.S. Aggregate Bond ETF $AGG Stock Purchased by Koenig Investment Advisory LLC

Koenig Investment Advisory LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 5.4% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 113,444 shares of the company’s stock after buying an additional 5,800 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for about 7.4% of Koenig Investment Advisory LLC’s portfolio, making the stock its 6th largest position. Koenig Investment Advisory LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $10,725,000 as of its most recent SEC filing.

Several other hedge funds also recently added to or reduced their stakes in the business. Verus Wealth Management LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 1.3% in the first quarter. Verus Wealth Management LLC now owns 8,057 shares of the company’s stock worth $800,000 after acquiring an additional 106 shares in the last quarter. Childress Capital Advisors LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1.0% during the first quarter. Childress Capital Advisors LLC now owns 10,646 shares of the company’s stock valued at $1,057,000 after acquiring an additional 107 shares in the last quarter. Fortitude Advisory Group L.L.C. raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.3% in the 2nd quarter. Fortitude Advisory Group L.L.C. now owns 8,566 shares of the company’s stock valued at $848,000 after purchasing an additional 107 shares during the last quarter. Waystone Advisors LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF by 3.2% in the 1st quarter. Waystone Advisors LLC now owns 3,719 shares of the company’s stock worth $369,000 after purchasing an additional 116 shares in the last quarter. Finally, Evolution Wealth Management Inc. boosted its stake in iShares Core U.S. Aggregate Bond ETF by 13.9% in the 1st quarter. Evolution Wealth Management Inc. now owns 977 shares of the company’s stock worth $97,000 after purchasing an additional 119 shares in the last quarter. 83.63% of the stock is owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Price Performance

NYSEARCA:AGG traded down $0.09 during trading hours on Friday, hitting $94.55. 4,192,245 shares of the company were exchanged, compared to its average volume of 9,489,624. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $93.83 and a 52-week high of $101.46. The stock has a market capitalization of $136.42 billion, a price-to-earnings ratio of 124.57 and a beta of 0.26. The company’s 50 day moving average price is $96.47 and its 200-day moving average price is $97.92.

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.