10,887 iShares Core U.S. Aggregate Bond ETF $AGG Shares Acquired by Sunesis Advisors LLC

Sunesis Advisors LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 5.4% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 212,227 shares of the company’s stock after purchasing an additional 10,887 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for about 10.4% of Sunesis Advisors LLC’s portfolio, making the stock its 3rd biggest position. Sunesis Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $20,064,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also made changes to their positions in the stock. Plimoth Trust Co. LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF by 2.8% during the 3rd quarter. Plimoth Trust Co. LLC now owns 73,542 shares of the company’s stock worth $6,953,000 after purchasing an additional 1,971 shares in the last quarter. Noesis Capital Mangement Corp acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 3rd quarter valued at about $577,000. CPR Investments Inc. lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 23.0% in the third quarter. CPR Investments Inc. now owns 2,595 shares of the company’s stock valued at $245,000 after purchasing an additional 486 shares in the last quarter. Peterson Wealth Services lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 8.1% in the third quarter. Peterson Wealth Services now owns 11,072 shares of the company’s stock valued at $1,047,000 after purchasing an additional 825 shares in the last quarter. Finally, Apollon Wealth Management LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 5.9% in the third quarter. Apollon Wealth Management LLC now owns 69,648 shares of the company’s stock valued at $6,585,000 after purchasing an additional 3,852 shares in the last quarter. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Price Performance

AGG stock opened at $96.05 on Tuesday. The stock has a market capitalization of $139.45 billion, a P/E ratio of 124.57 and a beta of 0.26. The business has a 50-day moving average of $95.98 and a 200-day moving average of $98.36. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $93.83 and a fifty-two week high of $101.46.

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.