iShares Core U.S. Aggregate Bond ETF $AGG Shares Acquired by Summit Wealth Partners LLC

Summit Wealth Partners LLC raised its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 4.3% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 209,358 shares of the company’s stock after buying an additional 8,691 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for 3.8% of Summit Wealth Partners LLC’s holdings, making the stock its 5th largest holding. Summit Wealth Partners LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $20,988,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also recently modified their holdings of the company. US Bancorp DE boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 29.1% during the 2nd quarter. US Bancorp DE now owns 43,988,044 shares of the company’s stock valued at $4,363,640,000 after acquiring an additional 9,922,958 shares in the last quarter. Jones Financial Companies Lllp raised its position in iShares Core U.S. Aggregate Bond ETF by 7.5% in the first quarter. Jones Financial Companies Lllp now owns 138,625,924 shares of the company’s stock valued at $13,686,743,000 after purchasing an additional 9,678,339 shares during the last quarter. 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 valued at $5,378,443,000 after purchasing an additional 5,728,914 shares in the last quarter. Nisa Investment Advisors LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the second quarter worth about $395,573,000. Finally, Goldman Sachs Group Inc. increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 13.9% in the first quarter. Goldman Sachs Group Inc. now owns 21,095,135 shares of the company’s stock valued at $2,086,731,000 after buying an additional 2,567,446 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 opened at $99.88 on Friday. iShares Core U.S. Aggregate Bond ETF has a one year low of $95.74 and a one year high of $101.35. The company has a market cap of $134.41 billion, a PE ratio of 124.57 and a beta of 0.25. The firm’s 50 day simple moving average is $100.25 and its 200 day simple moving average is $99.68.

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.