Glassy Mountain Advisors Inc. Has $8.23 Million Stock Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Glassy Mountain Advisors Inc. lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 9.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 82,368 shares of the company’s stock after acquiring an additional 6,788 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up about 2.5% of Glassy Mountain Advisors Inc.’s investment portfolio, making the stock its 16th largest holding. Glassy Mountain Advisors Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $8,227,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors also recently made changes to their positions in the stock. Kampmann Melissa S. increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.0% during the fourth quarter. Kampmann Melissa S. now owns 10,508 shares of the company’s stock worth $1,051,000 after acquiring an additional 100 shares in the last quarter. Rothschild Investment LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 4.4% during the third quarter. Rothschild Investment LLC now owns 2,441 shares of the company’s stock worth $245,000 after acquiring an additional 102 shares in the last quarter. Woodside Wealth Management LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.7% during the third quarter. Woodside Wealth Management LLC now owns 6,241 shares of the company’s stock worth $626,000 after acquiring an additional 104 shares in the last quarter. Stephens Consulting LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 9.4% during the fourth quarter. Stephens Consulting LLC now owns 1,288 shares of the company’s stock worth $129,000 after acquiring an additional 111 shares in the last quarter. Finally, Hoge Financial Services LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.3% during the fourth quarter. Hoge Financial Services LLC now owns 8,521 shares of the company’s stock worth $851,000 after acquiring an additional 111 shares in the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Down 0.2%

Shares of AGG stock opened at $98.50 on Thursday. The firm has a fifty day moving average of $99.00 and a 200-day moving average of $99.76. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $97.25 and a 12-month high of $101.46. The company has a market capitalization of $134.58 billion, a price-to-earnings ratio of 124.57 and a beta of 0.26.

iShares Core U.S. Aggregate Bond ETF Company 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.