iShares Core U.S. Aggregate Bond ETF $AGG Shares Acquired by Axxcess Wealth Management LLC

Axxcess Wealth Management LLC grew its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 6.3% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,859,432 shares of the company’s stock after buying an additional 109,852 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for about 3.9% of Axxcess Wealth Management LLC’s portfolio, making the stock its 2nd largest holding. Axxcess Wealth Management LLC owned about 0.14% of iShares Core U.S. Aggregate Bond ETF worth $186,408,000 at the end of the most recent reporting period.

Other large investors have also made changes to their positions in the company. Cultivar Capital Inc. increased its stake in iShares Core U.S. Aggregate Bond ETF by 3.3% in the third quarter. Cultivar Capital Inc. now owns 239,111 shares of the company’s stock valued at $23,971,000 after purchasing an additional 7,750 shares in the last quarter. Ellenbecker Investment Group grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 8.5% in the 3rd quarter. Ellenbecker Investment Group now owns 648,841 shares of the company’s stock valued at $65,046,000 after buying an additional 50,564 shares during the period. CX Institutional increased its position in iShares Core U.S. Aggregate Bond ETF by 205.4% in the 3rd quarter. CX Institutional now owns 157,491 shares of the company’s stock valued at $15,788,000 after buying an additional 105,924 shares in the last quarter. Fulton Breakefield Broenniman LLC raised its stake in iShares Core U.S. Aggregate Bond ETF by 1.9% during the 3rd quarter. Fulton Breakefield Broenniman LLC now owns 384,827 shares of the company’s stock worth $38,579,000 after buying an additional 7,345 shares during the period. Finally, CVA Family Office LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 8.2% in the third quarter. CVA Family Office LLC now owns 113,857 shares of the company’s stock worth $11,414,000 after acquiring an additional 8,593 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 Stock Performance

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $101.00 on Wednesday. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $96.15 and a 52 week high of $101.35. The stock has a 50 day moving average price of $100.11 and a two-hundred day moving average price of $100.11. The stock has a market capitalization of $139.58 billion, a PE ratio of 124.57 and a beta of 0.25.

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.