Colonial Trust Co SC Has $11.16 Million Position in iShares Core U.S. Aggregate Bond ETF $AGG

Colonial Trust Co SC boosted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 16.9% in the 4th quarter, HoldingsChannel.com reports. The firm owned 111,690 shares of the company’s stock after buying an additional 16,186 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises about 1.5% of Colonial Trust Co SC’s portfolio, making the stock its 11th biggest holding. Colonial Trust Co SC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $11,156,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Kampmann Melissa S. lifted its position in iShares Core U.S. Aggregate Bond ETF by 1.0% during the fourth quarter. Kampmann Melissa S. now owns 10,508 shares of the company’s stock valued at $1,051,000 after purchasing an additional 100 shares during the last quarter. Rothschild Investment LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 4.4% in the 3rd quarter. Rothschild Investment LLC now owns 2,441 shares of the company’s stock worth $245,000 after buying an additional 102 shares during the last quarter. Woodside Wealth Management LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.7% during the 3rd quarter. Woodside Wealth Management LLC now owns 6,241 shares of the company’s stock valued at $626,000 after buying an additional 104 shares in the last quarter. Stephens Consulting LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 9.4% in the 4th quarter. Stephens Consulting LLC now owns 1,288 shares of the company’s stock valued at $129,000 after acquiring an additional 111 shares during the last quarter. Finally, Hoge Financial Services LLC grew its position in iShares Core U.S. Aggregate Bond ETF by 1.3% in the fourth quarter. Hoge Financial Services LLC now owns 8,521 shares of the company’s stock worth $851,000 after acquiring an additional 111 shares in the last quarter. 83.63% of the stock is owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA AGG opened at $98.88 on Friday. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $97.51 and a 1-year high of $101.46. The business’s 50 day moving average is $98.94 and its two-hundred day moving average is $99.69. The stock has a market capitalization of $135.10 billion, a P/E ratio of 124.57 and a beta of 0.25.

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.