Keel Point LLC Has $49.21 Million Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Keel Point LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 6.9% in the 4th quarter, Holdings Channel reports. The firm owned 492,711 shares of the company’s stock after acquiring an additional 31,713 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for approximately 3.0% of Keel Point LLC’s portfolio, making the stock its 5th largest position. Keel Point LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $49,212,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also added to or reduced their stakes in the stock. Raymond James Financial Inc. boosted its stake in iShares Core U.S. Aggregate Bond ETF by 2.5% in the 3rd quarter. Raymond James Financial Inc. now owns 79,246,704 shares of the company’s stock worth $7,944,482,000 after purchasing an additional 1,911,414 shares during the period. Bank of America Corp DE boosted its stake in iShares Core U.S. Aggregate Bond ETF by 5.5% in the 3rd quarter. Bank of America Corp DE now owns 46,326,160 shares of the company’s stock worth $4,644,198,000 after purchasing an additional 2,423,410 shares during the period. US Bancorp DE boosted its stake in iShares Core U.S. Aggregate Bond ETF by 1.2% in the 4th quarter. US Bancorp DE now owns 42,844,111 shares of the company’s stock worth $4,279,296,000 after purchasing an additional 489,837 shares during the period. Mercer Global Advisors Inc. ADV boosted its stake in iShares Core U.S. Aggregate Bond ETF by 17.5% in the 3rd quarter. Mercer Global Advisors Inc. ADV now owns 33,227,135 shares of the company’s stock worth $3,331,020,000 after purchasing an additional 4,942,715 shares during the period. Finally, Betterment LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF by 6.5% in the 3rd quarter. Betterment LLC now owns 24,568,480 shares of the company’s stock worth $2,462,990,000 after purchasing an additional 1,500,630 shares during the period. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.6%

Shares of NYSEARCA AGG opened at $98.88 on Friday. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $97.51 and a 52 week high of $101.46. The business has a 50-day simple moving average of $98.94 and a two-hundred day simple moving average of $99.69. The company has a market cap of $135.10 billion, a P/E ratio of 124.57 and a beta of 0.25.

iShares Core U.S. Aggregate Bond ETF 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.