iShares Core U.S. Aggregate Bond ETF $AGG Stock: Sunesis Advisors LLC Boosts Holdings

Sunesis Advisors LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 5.4% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 212,227 shares of the company’s stock after purchasing an additional 10,887 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for approximately 10.4% of Sunesis Advisors LLC’s investment portfolio, making the stock its 3rd biggest holding. Sunesis Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $20,064,000 at the end of the most recent quarter.

Several other large investors have also added to or reduced their stakes in AGG. Plimoth Trust Co. LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 2.8% during the third quarter. Plimoth Trust Co. LLC now owns 73,542 shares of the company’s stock worth $6,953,000 after purchasing an additional 1,971 shares during the last quarter. Noesis Capital Mangement Corp acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the 3rd quarter valued at $577,000. CPR Investments Inc. increased its stake in iShares Core U.S. Aggregate Bond ETF by 23.0% in the 3rd quarter. CPR Investments Inc. now owns 2,595 shares of the company’s stock valued at $245,000 after buying an additional 486 shares during the last quarter. Peterson Wealth Services increased its stake in iShares Core U.S. Aggregate Bond ETF by 8.1% in the 3rd quarter. Peterson Wealth Services now owns 11,072 shares of the company’s stock valued at $1,047,000 after buying an additional 825 shares during the last quarter. Finally, Apollon Wealth Management LLC lifted its position in iShares Core U.S. Aggregate Bond ETF by 5.9% during the 3rd quarter. Apollon Wealth Management LLC now owns 69,648 shares of the company’s stock worth $6,585,000 after buying an additional 3,852 shares in the last quarter. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA:AGG opened at $96.05 on Tuesday. The company’s 50-day moving average price is $95.98 and its two-hundred day moving average price is $98.36. iShares Core U.S. Aggregate Bond ETF has a one year low of $93.83 and a one year high of $101.46. The stock has a market capitalization of $139.45 billion, a PE ratio of 124.57 and a beta of 0.26.

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.