Adaptive Financial Consulting LLC Acquires 25,281 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Adaptive Financial Consulting LLC boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 4.6% in the first quarter, Holdings Channel reports. The firm owned 574,298 shares of the company’s stock after purchasing an additional 25,281 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises about 21.8% of Adaptive Financial Consulting LLC’s portfolio, making the stock its biggest holding. Adaptive Financial Consulting LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $57,011,000 at the end of the most recent quarter.

A number of other institutional investors also recently added to or reduced their stakes in AGG. Thayer Partners LLC MA grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 3.4% in the 1st quarter. Thayer Partners LLC MA now owns 212,801 shares of the company’s stock valued at $21,125,000 after purchasing an additional 6,994 shares during the period. Independent Financial Group LLC bought a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 1st quarter worth approximately $2,029,000. Frazier Financial Advisors LLC bought a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 1st quarter worth approximately $45,000. W.G. Shaheen & Associates DBA Whitney & Co lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 2.8% during the 1st quarter. W.G. Shaheen & Associates DBA Whitney & Co now owns 9,173 shares of the company’s stock worth $911,000 after buying an additional 246 shares during the period. Finally, Quartz Partners LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF by 636.4% in the 1st quarter. Quartz Partners LLC now owns 57,806 shares of the company’s stock valued at $5,738,000 after buying an additional 49,956 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 Price Performance

Shares of NYSEARCA:AGG opened at $98.13 on Friday. The business’s fifty day moving average price is $98.57 and its two-hundred day moving average price is $99.41. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $97.51 and a fifty-two week high of $101.46. The stock has a market capitalization of $138.46 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25.

iShares Core U.S. Aggregate Bond ETF 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.