Ascent Group LLC Raises Position in iShares Core U.S. Aggregate Bond ETF $AGG

Ascent Group LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 3.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 425,352 shares of the company’s stock after acquiring an additional 12,444 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for approximately 1.5% of Ascent Group LLC’s holdings, making the stock its 12th largest holding. Ascent Group LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $42,484,000 as of its most recent SEC filing.

A number of other large investors have also modified their holdings of AGG. Brighton Jones LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 238.0% during the fourth quarter. Brighton Jones LLC now owns 9,984 shares of the company’s stock valued at $967,000 after buying an additional 7,030 shares during the last quarter. Revolve Wealth Partners LLC lifted its position in iShares Core U.S. Aggregate Bond ETF by 50.0% during the 4th quarter. Revolve Wealth Partners LLC now owns 9,127 shares of the company’s stock worth $884,000 after acquiring an additional 3,044 shares during the period. Russell Investments Group Ltd. purchased a new stake in iShares Core U.S. Aggregate Bond ETF during the 2nd quarter valued at about $111,000. Edgestream Partners L.P. purchased a new stake in iShares Core U.S. Aggregate Bond ETF during the 2nd quarter valued at about $971,000. Finally, GeoWealth Management LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 57.3% in the second quarter. GeoWealth Management LLC now owns 23,961 shares of the company’s stock valued at $2,377,000 after purchasing an additional 8,732 shares during the period. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA:AGG opened at $99.23 on Friday. 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 market cap of $138.60 billion, a PE ratio of 124.57 and a beta of 0.25. The company’s 50 day moving average is $100.01 and its 200 day moving average is $100.19.

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.