iShares Core U.S. Aggregate Bond ETF $AGG Shares Newly Acquired by Twele Capital Management Inc.

Twele Capital Management Inc. bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 539,155 shares of the company’s stock, valued at approximately $50,972,000. iShares Core U.S. Aggregate Bond ETF accounts for about 8.4% of Twele Capital Management Inc.’s investment portfolio, making the stock its 4th largest position.

Several other large investors have also modified their holdings of the business. Fagan Associates Inc. purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 3rd quarter worth approximately $14,610,000. Lineweaver Wealth Advisors LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 3.5% in the 3rd quarter. Lineweaver Wealth Advisors LLC now owns 391,692 shares of the company’s stock worth $37,031,000 after purchasing an additional 13,101 shares during the period. Forvis Mazars Wealth Advisors LLC bought a new position in shares of iShares Core U.S. Aggregate Bond ETF during the third quarter valued at approximately $148,090,000. Verus Wealth Management LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 213.9% during the third quarter. Verus Wealth Management LLC now owns 26,419 shares of the company’s stock valued at $2,498,000 after purchasing an additional 18,002 shares in the last quarter. Finally, Accel Wealth Management boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 4.2% during the third quarter. Accel Wealth Management now owns 51,636 shares of the company’s stock valued at $4,882,000 after purchasing an additional 2,064 shares in the last quarter. Institutional investors own 83.63% of the company’s stock.

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

AGG stock traded up $0.05 during trading on Tuesday, hitting $94.71. 9,543,064 shares of the company’s stock traded hands, compared to its average volume of 9,519,562. The firm has a market capitalization of $136.92 billion, a P/E ratio of 124.57 and a beta of 0.26. The business has a fifty day simple moving average of $96.30 and a two-hundred day simple moving average of $97.83. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $93.83 and a 1 year high of $101.46.

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.