Fulton Breakefield Broenniman LLC Increases Stock Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Fulton Breakefield Broenniman LLC boosted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 1.9% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 384,827 shares of the company’s stock after purchasing an additional 7,345 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises approximately 2.5% of Fulton Breakefield Broenniman LLC’s investment portfolio, making the stock its 12th largest position. Fulton Breakefield Broenniman LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $38,579,000 at the end of the most recent quarter.

Other institutional investors have also recently added to or reduced their stakes in the company. US Bancorp DE lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 29.1% in the 2nd quarter. US Bancorp DE now owns 43,988,044 shares of the company’s stock valued at $4,363,640,000 after purchasing an additional 9,922,958 shares during the last quarter. Jones Financial Companies Lllp increased its holdings in iShares Core U.S. Aggregate Bond ETF by 7.5% during the 1st quarter. Jones Financial Companies Lllp now owns 138,625,924 shares of the company’s stock worth $13,686,743,000 after purchasing an additional 9,678,339 shares during the period. Envestnet Asset Management Inc. grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 11.8% during the second quarter. Envestnet Asset Management Inc. now owns 54,218,326 shares of the company’s stock worth $5,378,443,000 after buying an additional 5,728,914 shares in the last quarter. Nisa Investment Advisors LLC acquired a new position in iShares Core U.S. Aggregate Bond ETF during the 2nd quarter worth approximately $395,573,000. Finally, Goldman Sachs Group Inc. lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 13.9% during the 1st quarter. Goldman Sachs Group Inc. now owns 21,095,135 shares of the company’s stock worth $2,086,731,000 after purchasing an additional 2,567,446 shares during the last quarter. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA AGG opened at $100.04 on Friday. The stock’s 50-day simple moving average is $100.35 and its 200-day simple moving average is $99.62. The firm has a market capitalization of $134.62 billion, a PE ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $95.74 and a fifty-two week 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.