Greenwood Capital Associates LLC Grows Stock Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Greenwood Capital Associates LLC grew its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 1.9% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 129,661 shares of the company’s stock after purchasing an additional 2,363 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises approximately 1.6% of Greenwood Capital Associates LLC’s investment portfolio, making the stock its 10th largest position. Greenwood Capital Associates LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $12,862,000 as of its most recent SEC filing.

A number of other hedge funds also recently made changes to their positions in the stock. Texas Yale Capital Corp. boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.6% in the 1st quarter. Texas Yale Capital Corp. now owns 6,496 shares of the company’s stock valued at $643,000 after purchasing an additional 103 shares in the last quarter. Vestia Personal Wealth Advisors boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 5.2% in the 2nd quarter. Vestia Personal Wealth Advisors now owns 2,167 shares of the company’s stock valued at $215,000 after purchasing an additional 107 shares in the last quarter. Tempus Wealth Planning LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 3.0% in the 1st quarter. Tempus Wealth Planning LLC now owns 3,830 shares of the company’s stock valued at $379,000 after purchasing an additional 110 shares in the last quarter. Cornerstone Planning Group LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 19.9% in the 1st quarter. Cornerstone Planning Group LLC now owns 686 shares of the company’s stock valued at $67,000 after purchasing an additional 114 shares in the last quarter. Finally, Howland Capital Management LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 0.8% in 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 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 Price Performance

NYSEARCA:AGG opened at $100.29 on Friday. iShares Core U.S. Aggregate Bond ETF has a one year low of $95.74 and a one year high of $101.02. The company has a market cap of $130.13 billion, a PE ratio of 124.57 and a beta of 0.12. The firm’s 50 day simple moving average is $99.59 and its 200 day simple moving average is $98.61.

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.