Valmark Advisers Inc. Has $24.71 Million Holdings in iShares Core U.S. Aggregate Bond ETF $AGG
by Doug Wharley · The Cerbat GemValmark Advisers Inc. lifted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 8.0% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 247,376 shares of the company’s stock after acquiring an additional 18,304 shares during the period. Valmark Advisers Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $24,708,000 as of its most recent filing with the SEC.
Several other institutional investors and hedge funds have also modified their holdings of AGG. Mercer Global Advisors Inc. ADV grew its stake 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 valued at $3,331,020,000 after acquiring an additional 4,942,715 shares in the last quarter. Constellation Investments Inc. grew its stake 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 valued at $705,444,000 after acquiring an additional 2,914,000 shares in the last quarter. Bank of America Corp DE grew its stake 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 valued at $4,644,198,000 after acquiring an additional 2,423,410 shares in the last quarter. United Services Automobile Association grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 70.1% in the second quarter. United Services Automobile Association now owns 5,022,980 shares of the company’s stock valued at $498,280,000 after acquiring an additional 2,069,200 shares in the last quarter. Finally, Raymond James Financial Inc. grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 2.5% in the third quarter. Raymond James Financial Inc. now owns 79,246,704 shares of the company’s stock valued at $7,944,482,000 after acquiring an additional 1,911,414 shares in the last quarter. 83.63% of the stock is currently owned by institutional investors and hedge funds.
iShares Core U.S. Aggregate Bond ETF Stock Performance
AGG stock opened at $99.78 on Wednesday. The company’s 50-day simple moving average is $99.92 and its 200 day simple moving average is $100.15. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $96.66 and a 52 week high of $101.46. The company has a market capitalization of $136.14 billion, a PE ratio of 124.57 and a beta of 0.27.
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.
Further Reading
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