Blue Trust Inc. Boosts Stake in iShares Core U.S. Aggregate Bond ETF $AGG

Blue Trust Inc. raised its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 2.9% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 2,401,463 shares of the company’s stock after buying an additional 67,027 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises about 2.7% of Blue Trust Inc.’s investment portfolio, making the stock its 14th biggest position. Blue Trust Inc. owned about 0.18% of iShares Core U.S. Aggregate Bond ETF worth $239,858,000 as of its most recent filing with the SEC.

A number of other institutional investors also recently made changes to their positions in the stock. Wiser Advisor Group LLC purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the third quarter valued at $29,000. North Ridge Wealth Advisors Inc. purchased a new stake in iShares Core U.S. Aggregate Bond ETF during the 2nd quarter worth about $29,000. Collier Financial acquired a new position in iShares Core U.S. Aggregate Bond ETF in the 3rd quarter valued at about $31,000. JCIC Asset Management Inc. purchased a new position in iShares Core U.S. Aggregate Bond ETF in the 3rd quarter valued at about $32,000. Finally, Moisand Fitzgerald Tamayo LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 78.0% in the 4th quarter. Moisand Fitzgerald Tamayo LLC now owns 331 shares of the company’s stock valued at $33,000 after purchasing an additional 145 shares in the last quarter. 83.63% of the stock is owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Price Performance

iShares Core U.S. Aggregate Bond ETF stock opened at $99.00 on Thursday. The stock has a market capitalization of $136.82 billion, a P/E ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $96.15 and a 12-month high of $101.46. The firm’s 50-day moving average is $100.05 and its two-hundred day moving average is $100.21.

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.