iShares Core U.S. Aggregate Bond ETF $AGG is Betterment LLC’s 5th Largest Position

Betterment LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 6.5% during the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 24,568,480 shares of the company’s stock after acquiring an additional 1,500,630 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for about 4.9% of Betterment LLC’s investment portfolio, making the stock its 5th largest position. Betterment LLC owned 1.83% of iShares Core U.S. Aggregate Bond ETF worth $2,462,990,000 as of its most recent SEC filing.

Other large investors have also recently modified their holdings of the company. Cultivar Capital Inc. lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 3.3% during the 3rd quarter. Cultivar Capital Inc. now owns 239,111 shares of the company’s stock worth $23,971,000 after acquiring an additional 7,750 shares during the last quarter. Ellenbecker Investment Group increased its stake in iShares Core U.S. Aggregate Bond ETF by 8.5% in the third quarter. Ellenbecker Investment Group now owns 648,841 shares of the company’s stock valued at $65,046,000 after acquiring an additional 50,564 shares during the last quarter. CX Institutional raised its position in iShares Core U.S. Aggregate Bond ETF by 205.4% during the third quarter. CX Institutional now owns 157,491 shares of the company’s stock valued at $15,788,000 after purchasing an additional 105,924 shares in the last quarter. Fulton Breakefield Broenniman LLC raised its position in 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 valued at $38,579,000 after purchasing an additional 7,345 shares in the last quarter. Finally, CVA Family Office LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF by 8.2% during the third quarter. CVA Family Office LLC now owns 113,857 shares of the company’s stock worth $11,414,000 after purchasing an additional 8,593 shares during the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Down 0.4%

AGG opened at $99.29 on Friday. The stock has a 50-day moving average price of $100.31 and a 200-day moving average price of $100.27. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $96.15 and a 12-month high of $101.46. The stock has a market capitalization of $137.22 billion, a P/E ratio of 124.57 and a beta of 0.25.

iShares Core U.S. Aggregate Bond ETF Company 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.