Sincerus Advisory LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 14.8% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 56,089 shares of the company’s stock after buying an additional 7,219 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for approximately 3.8% of Sincerus Advisory LLC’s investment portfolio, making the stock its 5th biggest position. Sincerus Advisory LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $5,552,000 at the end of the most recent reporting period.
Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Kampmann Melissa S. lifted its stake in iShares Core U.S. Aggregate Bond ETF by 1.0% in the fourth quarter. Kampmann Melissa S. now owns 10,508 shares of the company’s stock valued at $1,051,000 after acquiring an additional 100 shares during the last quarter. Verus Wealth Management LLC grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.3% in the 1st quarter. Verus Wealth Management LLC now owns 8,057 shares of the company’s stock valued at $800,000 after acquiring an additional 106 shares during the period. Childress Capital Advisors LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.0% during the 1st quarter. Childress Capital Advisors LLC now owns 10,646 shares of the company’s stock worth $1,057,000 after purchasing an additional 107 shares during the last quarter. Hoge Financial Services LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.3% during the 4th quarter. Hoge Financial Services LLC now owns 8,521 shares of the company’s stock worth $851,000 after purchasing an additional 111 shares during the last quarter. Finally, Retirement Planning Group LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.7% during the 4th quarter. Retirement Planning Group LLC now owns 6,640 shares of the company’s stock worth $663,000 after purchasing an additional 114 shares during the last quarter. 83.63% of the stock is owned by institutional investors.
iShares Core U.S. Aggregate Bond ETF Stock Performance
Shares of AGG stock opened at $97.26 on Tuesday. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $97.12 and a 52-week high of $101.46. The stock has a market cap of $137.24 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. The firm’s 50-day moving average is $98.38 and its 200-day moving average is $99.21.
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.
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