iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Holdings Lifted by Capital Asset Advisory Services LLC

Capital Asset Advisory Services LLC grew its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 0.7% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,624,275 shares of the company’s stock after buying an additional 11,516 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for 7.7% of Capital Asset Advisory Services LLC’s investment portfolio, making the stock its 2nd largest position. Capital Asset Advisory Services LLC owned about 0.13% of iShares Core U.S. Aggregate Bond ETF worth $157,246,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. Mesirow Financial Investment Management Inc. lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 0.8% during the 3rd quarter. Mesirow Financial Investment Management Inc. now owns 12,674 shares of the company’s stock worth $1,283,000 after purchasing an additional 104 shares in the last quarter. Howe & Rusling Inc. lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 2.4% during the 3rd quarter. Howe & Rusling Inc. now owns 4,414 shares of the company’s stock worth $447,000 after purchasing an additional 105 shares in the last quarter. Cornerstone Wealth Management LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 2.1% during the 3rd quarter. Cornerstone Wealth Management LLC now owns 5,196 shares of the company’s stock worth $526,000 after purchasing an additional 109 shares in the last quarter. Braun Bostich & Associates Inc. increased its stake in iShares Core U.S. Aggregate Bond ETF by 4.5% in the 4th quarter. Braun Bostich & Associates Inc. now owns 2,533 shares of the company’s stock worth $245,000 after acquiring an additional 109 shares during the last quarter. Finally, Heritage Wealth Management Inc. CA raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 0.7% in the 3rd quarter. Heritage Wealth Management Inc. CA now owns 17,410 shares of the company’s stock valued at $1,763,000 after acquiring an additional 116 shares in the last quarter. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.2 %

Shares of AGG opened at $97.01 on Monday. The stock has a 50-day moving average price of $97.50 and a 200-day moving average price of $98.89. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $94.85 and a 12-month high of $102.04.

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.