Portus Wealth Advisors LLC Takes Position in iShares Core U.S. Aggregate Bond ETF $AGG

Portus Wealth Advisors LLC bought a new position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 8,651 shares of the company’s stock, valued at approximately $867,000.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Cultivar Capital Inc. grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 3.3% in the 3rd quarter. Cultivar Capital Inc. now owns 239,111 shares of the company’s stock worth $23,971,000 after buying an additional 7,750 shares in the last quarter. Ellenbecker Investment Group raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 8.5% during 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 in the last quarter. CX Institutional raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 205.4% during 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 lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1.9% in the 3rd quarter. Fulton Breakefield Broenniman LLC now owns 384,827 shares of the company’s stock valued at $38,579,000 after acquiring an additional 7,345 shares during the last quarter. Finally, CVA Family Office LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 8.2% in the 3rd quarter. CVA Family Office LLC now owns 113,857 shares of the company’s stock valued at $11,414,000 after acquiring an additional 8,593 shares during the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.2%

Shares of NYSEARCA:AGG opened at $99.80 on Wednesday. The company has a market capitalization of $137.92 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. The firm’s 50-day moving average is $100.29 and its 200 day moving average is $100.29. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $96.15 and a 12 month high of $101.46.

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.