Sowell Financial Services LLC Buys 24,433 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Sowell Financial Services LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 11.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 229,717 shares of the company’s stock after purchasing an additional 24,433 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for 0.8% of Sowell Financial Services LLC’s investment portfolio, making the stock its 16th biggest holding. Sowell Financial Services LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $22,944,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds also recently modified their holdings of the stock. Cultivar Capital Inc. raised its holdings in iShares Core U.S. Aggregate Bond ETF by 3.3% during the 3rd quarter. Cultivar Capital Inc. now owns 239,111 shares of the company’s stock valued at $23,971,000 after acquiring an additional 7,750 shares during the period. Ellenbecker Investment Group boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 8.5% in the third quarter. Ellenbecker Investment Group now owns 648,841 shares of the company’s stock worth $65,046,000 after acquiring an additional 50,564 shares during the period. CX Institutional boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 205.4% in the third quarter. CX Institutional now owns 157,491 shares of the company’s stock worth $15,788,000 after acquiring an additional 105,924 shares during the period. Fulton Breakefield Broenniman LLC grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.9% in the third quarter. Fulton Breakefield Broenniman LLC now owns 384,827 shares of the company’s stock valued at $38,579,000 after purchasing an additional 7,345 shares in the last quarter. Finally, CVA Family Office LLC grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 8.2% in the third quarter. CVA Family Office LLC now owns 113,857 shares of the company’s stock valued at $11,414,000 after purchasing an additional 8,593 shares in the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

NYSEARCA:AGG opened at $99.23 on Monday. The business’s fifty day moving average is $100.01 and its 200 day moving average is $100.18. The firm has a market cap of $138.60 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $96.15 and a 52-week high of $101.46.

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.