iShares Core U.S. Aggregate Bond ETF $AGG Position Lifted by Trajan Wealth LLC

Trajan Wealth LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 1.1% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 1,277,485 shares of the company’s stock after purchasing an additional 13,932 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for about 5.3% of Trajan Wealth LLC’s portfolio, making the stock its 4th largest position. Trajan Wealth LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $127,595,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in the business. Shakespeare Wealth Management LLC increased its position in iShares Core U.S. Aggregate Bond ETF by 4.9% during the 4th quarter. Shakespeare Wealth Management LLC now owns 355,317 shares of the company’s stock valued at $35,489,000 after purchasing an additional 16,754 shares during the period. Motco increased its position in iShares Core U.S. Aggregate Bond ETF by 110.3% during the 4th quarter. Motco now owns 5,328 shares of the company’s stock valued at $532,000 after purchasing an additional 2,794 shares during the period. Flaharty Asset Management LLC increased its position in iShares Core U.S. Aggregate Bond ETF by 72.6% during the 4th quarter. Flaharty Asset Management LLC now owns 16,468 shares of the company’s stock valued at $1,645,000 after purchasing an additional 6,928 shares during the period. Midwestern Financial LLC IA increased its position in iShares Core U.S. Aggregate Bond ETF by 4.1% during the 4th quarter. Midwestern Financial LLC IA now owns 83,522 shares of the company’s stock valued at $8,342,000 after purchasing an additional 3,325 shares during the period. Finally, IFP Advisors Inc increased its position in iShares Core U.S. Aggregate Bond ETF by 6.0% during the 4th quarter. IFP Advisors Inc now owns 102,663 shares of the company’s stock valued at $10,254,000 after purchasing an additional 5,779 shares during the period. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

NYSEARCA AGG opened at $98.22 on Thursday. iShares Core U.S. Aggregate Bond ETF has a one year low of $96.66 and a one year high of $101.46. The company has a market capitalization of $134.20 billion, a price-to-earnings ratio of 124.57 and a beta of 0.26. The company’s 50-day simple moving average is $99.15 and its two-hundred day simple moving average is $99.87.

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.