iShares Core U.S. Aggregate Bond ETF $AGG Holdings Cut by Montag A & Associates Inc.

Montag A & Associates Inc. cut its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 41.4% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 3,679 shares of the company’s stock after selling 2,600 shares during the quarter. Montag A & Associates Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $365,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. Jones Financial Companies Lllp grew its stake in 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 worth $13,686,743,000 after buying an additional 9,678,339 shares during the last quarter. Raymond James Financial Inc. boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 4.4% during the first quarter. Raymond James Financial Inc. now owns 81,294,683 shares of the company’s stock valued at $8,041,669,000 after acquiring an additional 3,421,606 shares during the period. Envestnet Asset Management Inc. grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 11.8% during the second quarter. Envestnet Asset Management Inc. now owns 54,218,326 shares of the company’s stock worth $5,378,443,000 after acquiring an additional 5,728,914 shares during the last quarter. US Bancorp DE grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 29.1% during the second quarter. US Bancorp DE now owns 43,988,044 shares of the company’s stock worth $4,363,640,000 after acquiring an additional 9,922,958 shares during the last quarter. Finally, Betterment LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 10.0% in the 1st quarter. Betterment LLC now owns 21,876,462 shares of the company’s stock worth $2,164,020,000 after acquiring an additional 1,983,074 shares during the period. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Stock Down 0.0%

iShares Core U.S. Aggregate Bond ETF stock opened at $100.42 on Thursday. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $95.74 and a 52-week high of $101.35. The firm has a market capitalization of $135.14 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. The firm has a 50-day moving average price of $100.46 and a two-hundred day moving average price of $99.09.

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.