Capital Asset Advisory Services LLC Has $163.51 Million Stake in iShares Core U.S. Aggregate Bond ETF $AGG

Capital Asset Advisory Services LLC grew its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 2.2% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 1,630,984 shares of the company’s stock after buying an additional 34,366 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for about 7.1% of Capital Asset Advisory Services LLC’s portfolio, making the stock its 2nd largest position. Capital Asset Advisory Services LLC owned approximately 0.13% of iShares Core U.S. Aggregate Bond ETF worth $163,506,000 at the end of the most recent reporting period.

Other large investors have also recently modified their holdings of the company. Angeles Investment Advisors LLC acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the second quarter valued at approximately $26,000. North Ridge Wealth Advisors Inc. purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 2nd quarter valued at $29,000. Transce3nd LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 84.7% during the 2nd quarter. Transce3nd LLC now owns 484 shares of the company’s stock valued at $48,000 after purchasing an additional 222 shares during the last quarter. IMA Advisory Services Inc. acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 2nd quarter worth $60,000. Finally, Semmax Financial Advisors Inc. grew its stake in iShares Core U.S. Aggregate Bond ETF by 1,966.7% during the 1st quarter. Semmax Financial Advisors Inc. now owns 620 shares of the company’s stock worth $61,000 after buying an additional 590 shares during the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of AGG stock opened at $99.91 on Tuesday. The stock’s fifty day moving average price is $100.44 and its 200 day moving average price is $99.50. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $95.74 and a 1-year high of $101.35. The company has a market cap of $134.45 billion, a price-to-earnings 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.