iShares Core U.S. Aggregate Bond ETF $AGG Shares Purchased by Ballast Advisors LLC

Ballast Advisors LLC grew its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 3.5% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 197,829 shares of the company’s stock after buying an additional 6,646 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for approximately 5.8% of Ballast Advisors LLC’s investment portfolio, making the stock its 5th largest position. Ballast Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $19,625,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in the company. Ndwm LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 6.0% in the 2nd quarter. Ndwm LLC now owns 28,494 shares of the company’s stock valued at $2,827,000 after purchasing an additional 1,612 shares during the last quarter. Brighton Jones LLC raised its holdings in iShares Core U.S. Aggregate Bond ETF by 57.7% in the 2nd quarter. Brighton Jones LLC now owns 8,463 shares of the company’s stock valued at $840,000 after buying an additional 3,095 shares during the period. Leavell Investment Management Inc. grew its position in iShares Core U.S. Aggregate Bond ETF by 3.2% in the 2nd quarter. Leavell Investment Management Inc. now owns 23,872 shares of the company’s stock valued at $2,368,000 after acquiring an additional 739 shares in the last quarter. CVA Family Office LLC increased its stake in iShares Core U.S. Aggregate Bond ETF by 13.0% during the second quarter. CVA Family Office LLC now owns 105,264 shares of the company’s stock worth $10,442,000 after purchasing an additional 12,123 shares during the period. Finally, Insight Wealth Partners LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 47.0% during the second quarter. Insight Wealth Partners LLC now owns 4,215 shares of the company’s stock worth $418,000 after purchasing an additional 1,347 shares in the last quarter. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.1%

Shares of AGG opened at $101.14 on Friday. The company has a market cap of $135.75 billion, a P/E ratio of 124.57 and a beta of 0.12. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $95.74 and a fifty-two week high of $101.35. The firm’s 50 day moving average price is $100.14 and its 200 day moving average price is $98.84.

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.