iShares Core U.S. Aggregate Bond ETF $AGG Stock: Liberty Atlantic Advisors LLC Grows Stake

Liberty Atlantic Advisors LLC boosted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 17.9% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 82,077 shares of the company’s stock after buying an additional 12,490 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up approximately 4.9% of Liberty Atlantic Advisors LLC’s portfolio, making the stock its 4th biggest position. Liberty Atlantic Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $7,760,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also bought and sold shares of AGG. Verus Wealth Management LLC raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.3% during the first quarter. Verus Wealth Management LLC now owns 8,057 shares of the company’s stock worth $800,000 after acquiring an additional 106 shares in the last quarter. Childress Capital Advisors LLC boosted 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 valued at $1,057,000 after purchasing an additional 107 shares in the last quarter. Fortitude Advisory Group L.L.C. grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1.3% during the 2nd quarter. Fortitude Advisory Group L.L.C. now owns 8,566 shares of the company’s stock valued at $848,000 after purchasing an additional 107 shares during the last quarter. Waystone Advisors LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 3.2% during the 1st quarter. Waystone Advisors LLC now owns 3,719 shares of the company’s stock valued at $369,000 after purchasing an additional 116 shares during the last quarter. Finally, Evolution Wealth Management Inc. raised its position in 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 purchasing an additional 119 shares during the period. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.1%

Shares of NYSEARCA:AGG opened at $94.71 on Wednesday. The stock has a market cap of $137.31 billion, a PE ratio of 124.57 and a beta of 0.26. The company’s fifty day moving average is $96.30 and its 200 day moving average is $97.83. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $93.83 and a 52 week 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.