North Star Investment Management Corp. acquired a new position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 141,572 shares of the company’s stock, valued at approximately $13,384,000. iShares Core U.S. Aggregate Bond ETF accounts for approximately 0.7% of North Star Investment Management Corp.’s investment portfolio, making the stock its 25th biggest holding.
A number of other institutional investors and hedge funds have also recently bought and sold shares of the stock. Verus Wealth Management LLC increased its stake in iShares Core U.S. Aggregate Bond ETF by 1.3% during the 1st quarter. Verus Wealth Management LLC now owns 8,057 shares of the company’s stock valued at $800,000 after buying an additional 106 shares during the period. Childress Capital Advisors LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.0% in the 1st quarter. Childress Capital Advisors LLC now owns 10,646 shares of the company’s stock worth $1,057,000 after acquiring an additional 107 shares during the period. Fortitude Advisory Group L.L.C. lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.3% in the 2nd quarter. Fortitude Advisory Group L.L.C. now owns 8,566 shares of the company’s stock worth $848,000 after acquiring an additional 107 shares during the period. Evolution Wealth Management Inc. lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 13.9% in the 1st quarter. Evolution Wealth Management Inc. now owns 977 shares of the company’s stock worth $97,000 after acquiring an additional 119 shares during the period. Finally, Asset Management Group Inc. lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 0.5% in the 1st quarter. Asset Management Group Inc. now owns 25,418 shares of the company’s stock worth $2,523,000 after acquiring an additional 122 shares during the period. Institutional investors own 83.63% of the company’s stock.
iShares Core U.S. Aggregate Bond ETF Price Performance
iShares Core U.S. Aggregate Bond ETF stock opened at $95.89 on Thursday. The firm has a 50 day simple moving average of $95.90 and a 200-day simple moving average of $98.30. The stock has a market capitalization of $139.13 billion, a PE ratio of 124.57 and a beta of 0.26. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $93.83 and a 12-month high of $101.46.
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.
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