Capital Asset Advisory Services LLC Has $177.29 Million Position in iShares Core U.S. Aggregate Bond ETF $AGG

Capital Asset Advisory Services LLC increased its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 8.7% in the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 1,772,568 shares of the company’s stock after acquiring an additional 141,584 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises 7.1% of Capital Asset Advisory Services LLC’s investment portfolio, making the stock its 2nd largest holding. Capital Asset Advisory Services LLC owned approximately 0.13% of iShares Core U.S. Aggregate Bond ETF worth $177,292,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Rothschild Investment LLC boosted its position in iShares Core U.S. Aggregate Bond ETF by 4.4% during the third quarter. Rothschild Investment LLC now owns 2,441 shares of the company’s stock worth $245,000 after purchasing an additional 102 shares during the period. Woodside Wealth Management LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.7% in the third quarter. Woodside Wealth Management LLC now owns 6,241 shares of the company’s stock valued at $626,000 after purchasing an additional 104 shares during the period. Realta Investment Advisors lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 0.9% during the 3rd quarter. Realta Investment Advisors now owns 11,327 shares of the company’s stock valued at $1,135,000 after buying an additional 105 shares in the last quarter. Pathway Financial Advisors LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 0.8% during the 3rd quarter. Pathway Financial Advisors LLC now owns 14,255 shares of the company’s stock valued at $1,429,000 after buying an additional 109 shares in the last quarter. Finally, Invera Wealth Advisors LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 0.5% in the 3rd quarter. Invera Wealth Advisors LLC now owns 24,356 shares of the company’s stock worth $2,442,000 after buying an additional 112 shares during the period. 83.63% of the stock is currently owned by institutional investors.

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

iShares Core U.S. Aggregate Bond ETF stock opened at $99.03 on Tuesday. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $96.15 and a 1-year high of $101.46. The firm has a market capitalization of $136.86 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. The firm has a 50 day simple moving average of $100.21 and a 200 day simple moving average of $100.28.

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.