iShares Core U.S. Aggregate Bond ETF $AGG Stock Holdings Raised by Ballast Advisors LLC

Ballast Advisors LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 3.8% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 205,248 shares of the company’s stock after acquiring an additional 7,419 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up approximately 5.7% of Ballast Advisors LLC’s portfolio, making the stock its 6th largest position. Ballast Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $20,576,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the business. Rothschild Investment LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 4.4% in the 3rd quarter. Rothschild Investment LLC now owns 2,441 shares of the company’s stock worth $245,000 after purchasing an additional 102 shares in the last quarter. Woodside Wealth Management LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.7% during the third quarter. Woodside Wealth Management LLC now owns 6,241 shares of the company’s stock valued at $626,000 after buying an additional 104 shares during the last quarter. Fiera Capital Corp increased its holdings in iShares Core U.S. Aggregate Bond ETF by 1.1% in the 2nd quarter. Fiera Capital Corp now owns 9,815 shares of the company’s stock worth $974,000 after buying an additional 105 shares in the last quarter. Realta Investment Advisors raised its position in iShares Core U.S. Aggregate Bond ETF by 0.9% in the 3rd quarter. Realta Investment Advisors now owns 11,327 shares of the company’s stock worth $1,135,000 after buying an additional 105 shares during the last quarter. Finally, Pathway Financial Advisors LLC lifted its stake in 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 acquiring an additional 109 shares during the period. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.2%

Shares of NYSEARCA AGG opened at $101.40 on Monday. The firm’s 50-day moving average price is $100.27 and its 200-day moving average price is $100.22. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $96.15 and a 52-week high of $101.46. The company has a market cap of $140.13 billion, a PE 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.