Emergent Wealth Advisors LLC Has $10.88 Million Stock Position in iShares Core U.S. Aggregate Bond ETF $AGG

Emergent Wealth Advisors LLC grew its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 18.9% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 108,069 shares of the company’s stock after acquiring an additional 17,202 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for 6.3% of Emergent Wealth Advisors LLC’s portfolio, making the stock its 2nd biggest holding. Emergent Wealth Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $10,877,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also bought and sold shares of AGG. Westfuller Advisors LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 287.5% during the third quarter. Westfuller Advisors LLC now owns 27,131 shares of the company’s stock valued at $2,720,000 after buying an additional 20,129 shares during the last quarter. Rossmore Private Capital purchased a new position in iShares Core U.S. Aggregate Bond ETF in the 3rd quarter worth approximately $151,000. Lockheed Martin Investment Management Co. lifted its position in iShares Core U.S. Aggregate Bond ETF by 3.4% in the 3rd quarter. Lockheed Martin Investment Management Co. now owns 2,135,000 shares of the company’s stock valued at $214,034,000 after acquiring an additional 70,000 shares in the last quarter. Coign Capital Advisors LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF by 3.1% during the 3rd quarter. Coign Capital Advisors LLC now owns 49,355 shares of the company’s stock valued at $4,948,000 after purchasing an additional 1,468 shares during the last quarter. Finally, Carmel Capital Partners LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 6.5% in the 3rd quarter. Carmel Capital Partners LLC now owns 8,832 shares of the company’s stock worth $885,000 after purchasing an additional 538 shares in the last quarter. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

AGG stock opened at $100.11 on Friday. The stock has a market capitalization of $137.01 billion, a P/E ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $96.15 and a 1-year high of $101.35. The business has a fifty day moving average price of $100.13 and a 200-day moving average price of $99.85.

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.