Colton Groome Financial Advisors LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 3.8% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 280,863 shares of the company’s stock after buying an additional 10,322 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises about 6.3% of Colton Groome Financial Advisors LLC’s investment portfolio, making the stock its 3rd biggest holding. Colton Groome Financial Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $26,553,000 at the end of the most recent reporting period.
Other large investors have also added to or reduced their stakes in the company. Verus Wealth Management LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.3% in the 1st quarter. Verus Wealth Management LLC now owns 8,057 shares of the company’s stock worth $800,000 after purchasing an additional 106 shares during the period. Childress Capital Advisors LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 1.0% in the first quarter. Childress Capital Advisors LLC now owns 10,646 shares of the company’s stock worth $1,057,000 after buying an additional 107 shares during the period. Fortitude Advisory Group L.L.C. boosted its position in iShares Core U.S. Aggregate Bond ETF by 1.3% during the 2nd quarter. Fortitude Advisory Group L.L.C. now owns 8,566 shares of the company’s stock valued at $848,000 after acquiring an additional 107 shares in the last quarter. Waystone Advisors LLC boosted its position in iShares Core U.S. Aggregate Bond ETF by 3.2% during the 1st quarter. Waystone Advisors LLC now owns 3,719 shares of the company’s stock valued at $369,000 after acquiring an additional 116 shares in the last quarter. Finally, Evolution Wealth Management Inc. grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 13.9% during the 1st quarter. Evolution Wealth Management Inc. now owns 977 shares of the company’s stock worth $97,000 after acquiring an additional 119 shares during the period. Institutional investors own 83.63% of the company’s stock.
iShares Core U.S. Aggregate Bond ETF Price Performance
NYSEARCA AGG traded up $0.20 during trading hours on Tuesday, reaching $94.33. 5,296,234 shares of the company’s stock traded hands, compared to its average volume of 9,439,058. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $93.83 and a 52-week high of $101.46. The firm has a 50-day simple moving average of $96.66 and a 200 day simple moving average of $98.02. The firm has a market cap of $135.43 billion, a PE ratio of 124.57 and a beta of 0.26.
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.
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