Coldstream Capital Management Inc. Increases Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Coldstream Capital Management Inc. increased its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 45.7% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,288,891 shares of the company’s stock after purchasing an additional 404,515 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up about 1.7% of Coldstream Capital Management Inc.’s portfolio, making the stock its 18th biggest position. Coldstream Capital Management Inc. owned approximately 0.10% of iShares Core U.S. Aggregate Bond ETF worth $129,211,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of the company. Angeles Investment Advisors LLC bought a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 2nd quarter worth $26,000. Wiser Advisor Group LLC purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF during the third quarter valued at $29,000. North Ridge Wealth Advisors Inc. bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the second quarter valued at about $29,000. Collier Financial bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the third quarter valued at about $31,000. Finally, JCIC Asset Management Inc. purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the third quarter worth about $32,000. 83.63% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $99.80 on Wednesday. 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’s 50-day moving average is $100.29 and its two-hundred day moving average is $100.29. The stock has a market cap of $137.92 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25.

iShares Core U.S. Aggregate Bond ETF 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.