iShares Core U.S. Aggregate Bond ETF $AGG Shares Purchased by Caliber Wealth Management LLC KS

Caliber Wealth Management LLC KS raised its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 5.2% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 265,103 shares of the company’s stock after purchasing an additional 13,021 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for about 3.0% of Caliber Wealth Management LLC KS’s holdings, making the stock its 5th biggest position. Caliber Wealth Management LLC KS’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $26,577,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in AGG. Envestnet Asset Management Inc. boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 11.8% during the second quarter. Envestnet Asset Management Inc. now owns 54,218,326 shares of the company’s stock worth $5,378,443,000 after buying an additional 5,728,914 shares during the period. Nisa Investment Advisors LLC purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 2nd quarter valued at approximately $395,573,000. Envestnet Portfolio Solutions Inc. increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 12.4% in the second quarter. Envestnet Portfolio Solutions Inc. now owns 18,959,615 shares of the company’s stock valued at $1,880,794,000 after purchasing an additional 2,093,359 shares during the period. United Services Automobile Association raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 70.1% during the second quarter. United Services Automobile Association now owns 5,022,980 shares of the company’s stock worth $498,280,000 after purchasing an additional 2,069,200 shares during the last quarter. Finally, Bank of America Corp DE lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 4.6% during the second quarter. Bank of America Corp DE now owns 43,902,750 shares of the company’s stock worth $4,355,153,000 after purchasing an additional 1,915,497 shares during the period. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

NYSEARCA:AGG opened at $100.13 on Friday. The firm has a market cap of $138.38 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. The firm’s fifty day moving average price is $100.03 and its 200 day moving average price is $100.00. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $96.15 and a 1-year high of $101.35.

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.