Golden State Equity Partners Has $9.47 Million Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Golden State Equity Partners boosted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 12.7% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 94,442 shares of the company’s stock after buying an additional 10,649 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up about 1.6% of Golden State Equity Partners’ investment portfolio, making the stock its 8th biggest position. Golden State Equity Partners’ holdings in iShares Core U.S. Aggregate Bond ETF were worth $9,468,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of AGG. Cultivar Capital Inc. grew its holdings in iShares Core U.S. Aggregate Bond ETF by 3.3% during the third quarter. Cultivar Capital Inc. now owns 239,111 shares of the company’s stock valued at $23,971,000 after purchasing an additional 7,750 shares during the period. Ellenbecker Investment Group boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 8.5% during the third quarter. Ellenbecker Investment Group now owns 648,841 shares of the company’s stock worth $65,046,000 after purchasing an additional 50,564 shares in the last quarter. Fulton Breakefield Broenniman LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.9% during the third quarter. Fulton Breakefield Broenniman LLC now owns 384,827 shares of the company’s stock worth $38,579,000 after purchasing an additional 7,345 shares in the last quarter. Calamos Wealth Management LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 6.6% in the 3rd quarter. Calamos Wealth Management LLC now owns 147,983 shares of the company’s stock valued at $14,835,000 after buying an additional 9,119 shares during the period. Finally, Ally Invest Advisors Inc. grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 5.5% in the 2nd quarter. Ally Invest Advisors Inc. now owns 163,385 shares of the company’s stock valued at $16,208,000 after buying an additional 8,493 shares during the period. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Trading Down 0.2%

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $99.88 on Friday. The company has a market capitalization of $134.41 billion, a PE ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $95.74 and a 12 month high of $101.35. The stock’s fifty day simple moving average is $100.25 and its 200 day simple moving average is $99.68.

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.