Kovitz Investment Group Partners LLC Has $46.17 Million Stock Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Kovitz Investment Group Partners LLC raised its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 10.4% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 460,569 shares of the company’s stock after buying an additional 43,306 shares during the quarter. Kovitz Investment Group Partners LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $46,172,000 at the end of the most recent quarter.

Several other institutional investors also recently added to or reduced their stakes in the business. Angeles Investment Advisors LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the second quarter valued at approximately $26,000. North Ridge Wealth Advisors Inc. acquired a new position in iShares Core U.S. Aggregate Bond ETF during the 2nd quarter valued at $29,000. Collier Financial bought a new stake in iShares Core U.S. Aggregate Bond ETF in the 3rd quarter valued at $31,000. JCIC Asset Management Inc. acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the 3rd quarter worth $32,000. Finally, Evolution Wealth Management Inc. acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the 3rd quarter worth $40,000. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of AGG opened at $100.90 on Friday. The company has a 50-day simple moving average of $100.16 and a 200-day simple moving average of $100.14. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $96.15 and a 52 week high of $101.35. The firm has a market capitalization of $139.44 billion, a P/E ratio of 124.57 and a beta of 0.25.

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.