Donaldson Capital Management LLC Has $14.62 Million Stake in iShares Core U.S. Aggregate Bond ETF $AGG

Donaldson Capital Management LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 16.8% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 146,381 shares of the company’s stock after buying an additional 21,098 shares during the quarter. Donaldson Capital Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $14,620,000 at the end of the most recent reporting period.

Other hedge funds have also recently added to or reduced their stakes in the company. Wiser Advisor Group LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 3rd quarter valued at $29,000. North Ridge Wealth Advisors Inc. bought a new position in shares of iShares Core U.S. Aggregate Bond ETF in the second quarter worth $29,000. Collier Financial bought a new position in shares of iShares Core U.S. Aggregate Bond ETF in the third quarter worth $31,000. JCIC Asset Management Inc. acquired a new position in iShares Core U.S. Aggregate Bond ETF in the third quarter valued at about $32,000. Finally, Moisand Fitzgerald Tamayo LLC raised its stake in iShares Core U.S. Aggregate Bond ETF by 78.0% in the fourth 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. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

AGG opened at $98.54 on Monday. The stock has a market capitalization of $136.18 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $96.15 and a twelve month high of $101.46. The company has a 50-day simple moving average of $100.09 and a 200 day simple moving average of $100.24.

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.