iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Stock Holdings Raised by Global Assets Advisory LLC

Global Assets Advisory LLC increased its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 4.6% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 64,296 shares of the company’s stock after purchasing an additional 2,847 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for 3.4% of Global Assets Advisory LLC’s portfolio, making the stock its 6th biggest position. Global Assets Advisory LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $6,509,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Atlas Capital Advisors LLC purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the first quarter worth $29,000. Sunbelt Securities Inc. grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 80.0% in the first quarter. Sunbelt Securities Inc. now owns 7,313 shares of the company’s stock worth $716,000 after acquiring an additional 3,251 shares during the last quarter. Sovereign Financial Group Inc. grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 16.1% in the first quarter. Sovereign Financial Group Inc. now owns 5,885 shares of the company’s stock worth $576,000 after acquiring an additional 817 shares during the last quarter. Dohj LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.9% in the first quarter. Dohj LLC now owns 9,390 shares of the company’s stock worth $920,000 after acquiring an additional 172 shares during the last quarter. Finally, Transform Wealth LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 7.2% in the first quarter. Transform Wealth LLC now owns 236,362 shares of the company’s stock worth $23,149,000 after acquiring an additional 15,959 shares during 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

NYSEARCA AGG opened at $98.60 on Thursday. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $91.92 and a 12 month high of $102.04. The stock’s fifty day moving average price is $100.57 and its 200-day moving average price is $98.39.

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.