iShares Core U.S. Aggregate Bond ETF $AGG is Amarillo National Bank’s 4th Largest Position

Amarillo National Bank lifted its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 2.8% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 450,200 shares of the company’s stock after acquiring an additional 12,204 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for about 7.9% of Amarillo National Bank’s investment portfolio, making the stock its 4th largest holding. Amarillo National Bank’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $44,966,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also recently made changes to their positions in the stock. Raymond James Financial Inc. grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 2.5% in the third quarter. Raymond James Financial Inc. now owns 79,246,704 shares of the company’s stock worth $7,944,482,000 after acquiring an additional 1,911,414 shares during the period. Bank of America Corp DE grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 5.5% in the third quarter. Bank of America Corp DE now owns 46,326,160 shares of the company’s stock worth $4,644,198,000 after acquiring an additional 2,423,410 shares during the period. Mercer Global Advisors Inc. ADV grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 17.5% in the third quarter. Mercer Global Advisors Inc. ADV now owns 33,227,135 shares of the company’s stock worth $3,331,020,000 after acquiring an additional 4,942,715 shares during the period. Betterment LLC grew its position in iShares Core U.S. Aggregate Bond ETF by 6.5% during the third quarter. Betterment LLC now owns 24,568,480 shares of the company’s stock valued at $2,462,990,000 after buying an additional 1,500,630 shares during the period. Finally, Wealth Enhancement Advisory Services LLC grew its position in iShares Core U.S. Aggregate Bond ETF by 8.3% during the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 19,621,070 shares of the company’s stock valued at $1,962,495,000 after buying an additional 1,507,215 shares during the period. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.1%

Shares of NYSEARCA AGG opened at $99.61 on Thursday. The firm has a 50 day moving average of $99.87 and a 200 day moving average of $100.12. The firm has a market capitalization of $136.07 billion, a price-to-earnings ratio of 124.57 and a beta of 0.27. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $96.66 and a 12-month high of $101.46.

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.