iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Acquired by SVB Wealth LLC

SVB Wealth LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 14.9% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 742,135 shares of the company’s stock after acquiring an additional 96,004 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for about 1.8% of SVB Wealth LLC’s holdings, making the stock its 6th biggest position. SVB Wealth LLC owned approximately 0.06% of iShares Core U.S. Aggregate Bond ETF worth $72,039,000 at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of AGG. Chicago Capital LLC acquired a new stake in iShares Core U.S. Aggregate Bond ETF during the 2nd quarter worth approximately $3,113,000. Bluestem Financial Advisors LLC raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 25.2% during the second quarter. Bluestem Financial Advisors LLC now owns 35,959 shares of the company’s stock worth $3,491,000 after purchasing an additional 7,239 shares during the last quarter. Cullen Frost Bankers Inc. lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 6.9% during the second quarter. Cullen Frost Bankers Inc. now owns 414,648 shares of the company’s stock worth $40,250,000 after purchasing an additional 26,856 shares during the period. Intelligence Driven Advisers LLC purchased a new position in iShares Core U.S. Aggregate Bond ETF in the 2nd quarter valued at $1,721,000. Finally, Hanlon Investment Management Inc. increased its stake in iShares Core U.S. Aggregate Bond ETF by 62.2% in the 2nd quarter. Hanlon Investment Management Inc. now owns 8,595 shares of the company’s stock valued at $834,000 after buying an additional 3,295 shares during the period. 83.63% of the stock is owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.1 %

Shares of NYSEARCA:AGG traded up $0.13 during midday trading on Friday, hitting $101.19. The stock had a trading volume of 8,830,177 shares, compared to its average volume of 8,056,020. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $91.58 and a 1 year high of $101.60. The stock has a 50 day moving average price of $99.16 and a two-hundred day moving average price of $97.66.

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.