Colonial Trust Advisors Has $14.23 Million Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Colonial Trust Advisors boosted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 17.4% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 141,923 shares of the company’s stock after purchasing an additional 21,085 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for about 1.1% of Colonial Trust Advisors’ portfolio, making the stock its 28th largest holding. Colonial Trust Advisors’ holdings in iShares Core U.S. Aggregate Bond ETF were worth $14,228,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of AGG. Angeles Investment Advisors LLC bought a new position in shares of iShares Core U.S. Aggregate Bond ETF during the second quarter worth approximately $26,000. North Ridge Wealth Advisors Inc. bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the second quarter valued at approximately $29,000. Collier Financial acquired a new stake in iShares Core U.S. Aggregate Bond ETF during the third quarter worth approximately $31,000. JCIC Asset Management Inc. bought a new position in iShares Core U.S. Aggregate Bond ETF during the 3rd quarter worth $32,000. Finally, Evolution Wealth Management Inc. acquired a new position in iShares Core U.S. Aggregate Bond ETF in the 3rd quarter valued at $40,000. 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 $101.09 on Wednesday. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $96.15 and a 52 week high of $101.35. The stock has a market capitalization of $139.71 billion, a P/E ratio of 124.57 and a beta of 0.25. The stock’s fifty day moving average is $100.21 and its 200 day moving average is $100.17.

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.