iShares Core U.S. Aggregate Bond ETF $AGG Stock: Ullmann Wealth Partners Group LLC Grows Position

Ullmann Wealth Partners Group LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 52.3% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 64,626 shares of the company’s stock after acquiring an additional 22,189 shares during the period. Ullmann Wealth Partners Group LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $6,110,000 as of its most recent SEC filing.

A number of other hedge funds have also made changes to their positions in AGG. Bank of America Corp DE lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 29.6% during the 1st quarter. Bank of America Corp DE now owns 69,660,482 shares of the company’s stock valued at $6,915,196,000 after acquiring an additional 15,923,080 shares in the last quarter. D.A. Davidson & CO. purchased a new stake in iShares Core U.S. Aggregate Bond ETF during the 3rd quarter worth $548,482,000. Empower Annuity Insurance Co purchased a new stake in iShares Core U.S. Aggregate Bond ETF during the 2nd quarter worth $267,968,630,000. Royal Bank of Canada increased its holdings in iShares Core U.S. Aggregate Bond ETF by 39.2% in the 1st quarter. Royal Bank of Canada now owns 6,744,642 shares of the company’s stock valued at $669,542,000 after purchasing an additional 1,898,484 shares in the last quarter. Finally, Fifth Third Bancorp increased its holdings in iShares Core U.S. Aggregate Bond ETF by 144.7% in the 1st quarter. Fifth Third Bancorp now owns 3,183,564 shares of the company’s stock valued at $316,032,000 after purchasing an additional 1,882,701 shares in the last quarter. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

NYSEARCA:AGG opened at $96.62 on Friday. The business’s 50-day moving average is $95.73 and its two-hundred day moving average is $98.18. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $93.83 and a 12 month high of $101.46. The firm has a market capitalization of $139.13 billion, a PE ratio of 124.57 and a beta of 0.26.

iShares Core U.S. Aggregate Bond ETF 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.