Donaldson Capital Management LLC Increases Position in iShares Core U.S. Aggregate Bond ETF $AGG

Donaldson Capital Management LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 82.3% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 125,283 shares of the company’s stock after buying an additional 56,555 shares during the period. Donaldson Capital Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $12,560,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors have also modified their holdings of AGG. Envestnet Asset Management Inc. boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 11.8% in the second quarter. Envestnet Asset Management Inc. now owns 54,218,326 shares of the company’s stock valued at $5,378,443,000 after purchasing an additional 5,728,914 shares during the period. US Bancorp DE lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 29.1% during the 2nd quarter. US Bancorp DE now owns 43,988,044 shares of the company’s stock worth $4,363,640,000 after buying an additional 9,922,958 shares in the last quarter. Bank of America Corp DE lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 4.6% during the 2nd quarter. Bank of America Corp DE now owns 43,902,750 shares of the company’s stock worth $4,355,153,000 after buying an additional 1,915,497 shares in the last quarter. Betterment LLC boosted its position in iShares Core U.S. Aggregate Bond ETF by 5.4% in the 2nd quarter. Betterment LLC now owns 23,067,850 shares of the company’s stock valued at $2,288,331,000 after buying an additional 1,191,388 shares during the period. Finally, Envestnet Portfolio Solutions Inc. grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 12.4% in the second quarter. Envestnet Portfolio Solutions Inc. now owns 18,959,615 shares of the company’s stock worth $1,880,794,000 after acquiring an additional 2,093,359 shares in the last quarter. 83.63% of the stock is owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Trading Down 0.0%

iShares Core U.S. Aggregate Bond ETF stock opened at $100.13 on Friday. The firm has a market capitalization of $138.26 billion, a P/E ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $96.15 and a twelve month high of $101.35. The stock’s fifty day simple moving average is $100.13 and its 200-day simple moving average is $99.94.

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.