iShares Core U.S. Aggregate Bond ETF $AGG is Crestwood Advisors Group LLC’s 10th Largest Position

Crestwood Advisors Group LLC lessened its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 3.6% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 1,016,268 shares of the company’s stock after selling 38,293 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for approximately 1.7% of Crestwood Advisors Group LLC’s portfolio, making the stock its 10th largest holding. Crestwood Advisors Group LLC owned about 0.08% of iShares Core U.S. Aggregate Bond ETF worth $101,881,000 at the end of the most recent reporting period.

Several other hedge funds have also recently added to or reduced their stakes in AGG. W.G. Shaheen & Associates DBA Whitney & Co raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 11.0% during the 3rd quarter. W.G. Shaheen & Associates DBA Whitney & Co now owns 8,797 shares of the company’s stock valued at $882,000 after buying an additional 875 shares in the last quarter. NEOS Investment Management LLC grew its position in iShares Core U.S. Aggregate Bond ETF by 13.7% during the third quarter. NEOS Investment Management LLC now owns 526,803 shares of the company’s stock valued at $52,640,000 after acquiring an additional 63,388 shares during the last quarter. Heartland Advisors Inc. bought a new position in iShares Core U.S. Aggregate Bond ETF during the third quarter valued at approximately $3,835,000. Wealthcare Capital Partners LLC raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 15.1% during the third quarter. Wealthcare Capital Partners LLC now owns 38,949 shares of the company’s stock worth $3,905,000 after acquiring an additional 5,123 shares in the last quarter. Finally, Wealthcare Advisory Partners LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 4.9% in the 3rd quarter. Wealthcare Advisory Partners LLC now owns 418,656 shares of the company’s stock worth $41,970,000 after acquiring an additional 19,471 shares during the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

AGG stock opened at $100.99 on Tuesday. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $96.15 and a 52 week high of $101.35. The firm’s fifty day moving average is $100.09 and its 200 day moving average is $100.09. The firm has a market cap of $139.57 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.