iShares Core U.S. Aggregate Bond ETF $AGG Holdings Boosted by Steele Capital Management Inc.

by · The Markets Daily

Steele Capital Management Inc. grew its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 8.3% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 877,509 shares of the company’s stock after purchasing an additional 67,015 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up 3.9% of Steele Capital Management Inc.’s portfolio, making the stock its 10th biggest position. Steele Capital Management Inc. owned about 0.07% of iShares Core U.S. Aggregate Bond ETF worth $87,970,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also modified their holdings of the business. Brighton Jones LLC grew its stake in iShares Core U.S. Aggregate Bond ETF by 238.0% during the 4th quarter. Brighton Jones LLC now owns 9,984 shares of the company’s stock valued at $967,000 after acquiring an additional 7,030 shares in the last quarter. Revolve Wealth Partners LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 50.0% during the 4th quarter. Revolve Wealth Partners LLC now owns 9,127 shares of the company’s stock valued at $884,000 after buying an additional 3,044 shares during the period. Jones Financial Companies Lllp grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 7.5% during the 1st quarter. Jones Financial Companies Lllp now owns 138,625,924 shares of the company’s stock valued at $13,686,743,000 after acquiring an additional 9,678,339 shares in the last quarter. Modern Wealth Management LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 2,309.3% during the first quarter. Modern Wealth Management LLC now owns 123,334 shares of the company’s stock worth $12,200,000 after acquiring an additional 118,215 shares in the last quarter. Finally, Blue Oak Capital LLC boosted its position in iShares Core U.S. Aggregate Bond ETF by 6.5% during the first quarter. Blue Oak Capital LLC now owns 127,411 shares of the company’s stock valued at $12,603,000 after purchasing an additional 7,826 shares during the last quarter. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA AGG opened at $100.16 on Friday. iShares Core U.S. Aggregate Bond ETF has a one year low of $95.74 and a one year high of $101.35. The business’s 50-day moving average price is $100.15 and its two-hundred day moving average price is $99.76. The company has a market capitalization of $136.50 billion, a P/E ratio of 124.57 and a beta of 0.25.

iShares Core U.S. Aggregate Bond ETF Profile

(Free Report)

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.

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