Kelly Financial Group LLC Has $20.19 Million Stake in iShares Core U.S. Aggregate Bond ETF $AGG

Kelly Financial Group LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 8.4% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 201,376 shares of the company’s stock after purchasing an additional 15,595 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for about 3.0% of Kelly Financial Group LLC’s investment portfolio, making the stock its 7th largest holding. Kelly Financial Group LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $20,188,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Cultivar Capital Inc. raised its position in iShares Core U.S. Aggregate Bond ETF by 3.3% in the third quarter. Cultivar Capital Inc. now owns 239,111 shares of the company’s stock worth $23,971,000 after purchasing an additional 7,750 shares in the last quarter. Ellenbecker Investment Group boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 8.5% during the third quarter. Ellenbecker Investment Group now owns 648,841 shares of the company’s stock valued at $65,046,000 after purchasing an additional 50,564 shares in the last quarter. Fulton Breakefield Broenniman LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.9% in the 3rd quarter. Fulton Breakefield Broenniman LLC now owns 384,827 shares of the company’s stock valued at $38,579,000 after purchasing an additional 7,345 shares during the period. Croban raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 35.0% in the 3rd quarter. Croban now owns 38,034 shares of the company’s stock worth $3,813,000 after buying an additional 9,864 shares in the last quarter. Finally, Calamos Wealth Management LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 6.6% during the 3rd quarter. Calamos Wealth Management LLC now owns 147,983 shares of the company’s stock worth $14,835,000 after buying an additional 9,119 shares during the period. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA:AGG opened at $100.02 on Wednesday. The business’s fifty day moving average price is $100.18 and its two-hundred day moving average price is $99.74. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $95.74 and a fifty-two week high of $101.35. The stock has a market capitalization of $135.55 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25.

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.