Fortis Capital Advisors LLC Acquires 20,144 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Fortis Capital Advisors LLC raised its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 630.1% during the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 23,341 shares of the company’s stock after purchasing an additional 20,144 shares during the quarter. Fortis Capital Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $2,309,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently modified their holdings of the business. Texas Yale Capital Corp. lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.6% during the 1st quarter. Texas Yale Capital Corp. now owns 6,496 shares of the company’s stock worth $643,000 after buying an additional 103 shares during the last quarter. Tempus Wealth Planning LLC raised its stake in iShares Core U.S. Aggregate Bond ETF by 3.0% during the first quarter. Tempus Wealth Planning LLC now owns 3,830 shares of the company’s stock worth $379,000 after acquiring an additional 110 shares in the last quarter. Cornerstone Planning Group LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 19.9% in the first quarter. Cornerstone Planning Group LLC now owns 686 shares of the company’s stock worth $67,000 after acquiring an additional 114 shares during the last quarter. Retirement Wealth Solutions LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 0.5% in the 1st quarter. Retirement Wealth Solutions LLC now owns 21,591 shares of the company’s stock valued at $2,136,000 after purchasing an additional 116 shares in the last quarter. Finally, Howland Capital Management LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 0.8% during the 1st quarter. Howland Capital Management LLC now owns 13,949 shares of the company’s stock valued at $1,380,000 after purchasing an additional 116 shares during the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

AGG stock opened at $100.24 on Wednesday. The stock has a market cap of $130.06 billion, a price-to-earnings ratio of 124.57 and a beta of 0.12. The company has a 50 day simple moving average of $98.87 and a 200 day simple moving average of $98.40. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $95.74 and a 1 year high of $102.04.

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.