Asset Allocation Strategies LLC Acquires 24,580 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Asset Allocation Strategies LLC boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 41.8% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 83,358 shares of the company’s stock after buying an additional 24,580 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up about 1.7% of Asset Allocation Strategies LLC’s portfolio, making the stock its 20th largest position. Asset Allocation Strategies LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $8,357,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. Ally Invest Advisors Inc. grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 5.5% in the second quarter. Ally Invest Advisors Inc. now owns 163,385 shares of the company’s stock valued at $16,208,000 after purchasing an additional 8,493 shares in the last quarter. Aspect Partners LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF by 8.5% in the 2nd quarter. Aspect Partners LLC now owns 43,231 shares of the company’s stock worth $4,289,000 after purchasing an additional 3,405 shares in the last quarter. Brown Advisory Inc. lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 27.1% during the 2nd quarter. Brown Advisory Inc. now owns 263,824 shares of the company’s stock worth $26,171,000 after acquiring an additional 56,205 shares during the last quarter. Caldwell Trust Co purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 2nd quarter valued at about $10,566,000. Finally, Alpha Financial Advisors LLC boosted its position in iShares Core U.S. Aggregate Bond ETF by 12.3% during the second quarter. Alpha Financial Advisors LLC now owns 13,734 shares of the company’s stock valued at $1,362,000 after buying an additional 1,500 shares during the period. 83.63% of the stock is owned by hedge funds and other institutional investors.

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

AGG stock opened at $100.07 on Thursday. The stock has a market capitalization of $134.66 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. The firm’s 50-day moving average price is $100.44 and its two-hundred day moving average price is $99.52. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $95.74 and a 12-month high of $101.35.

About iShares Core U.S. Aggregate Bond ETF

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.