Etfidea LLC Raises Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Etfidea LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 24.3% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 4,606 shares of the company’s stock after purchasing an additional 900 shares during the quarter. Etfidea LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $466,000 as of its most recent SEC filing.

Several other large investors have also added to or reduced their stakes in AGG. Wellington Wealth Strategies LLC. purchased a new position in iShares Core U.S. Aggregate Bond ETF during the first quarter valued at approximately $3,326,000. Axxcess Wealth Management LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 6.1% in the first quarter. Axxcess Wealth Management LLC now owns 1,610,932 shares of the company’s stock worth $157,775,000 after buying an additional 93,013 shares in the last quarter. Stamos Capital Partners L.P. lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 64.5% in the first quarter. Stamos Capital Partners L.P. now owns 1,156,800 shares of the company’s stock worth $113,297,000 after buying an additional 453,750 shares in the last quarter. Guardian Capital Advisors LP lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 59.2% in the first quarter. Guardian Capital Advisors LP now owns 7,003 shares of the company’s stock worth $669,000 after buying an additional 2,605 shares in the last quarter. Finally, GE Investment Management CORP. purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF in the first quarter worth $125,507,000. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

AGG stock opened at $97.89 on Wednesday. iShares Core U.S. Aggregate Bond ETF has a one year low of $94.85 and a one year high of $102.04. The company’s fifty day moving average price is $99.62 and its 200-day moving average price is $98.74.

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.