22,189 iShares Core U.S. Aggregate Bond ETF $AGG Shares Acquired by Ullmann Wealth Partners Group LLC

Ullmann Wealth Partners Group LLC raised its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 52.3% in the 3rd quarter, according to its most recent 13F filing with the SEC. The fund owned 64,626 shares of the company’s stock after acquiring an additional 22,189 shares during the period. Ullmann Wealth Partners Group LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $6,110,000 at the end of the most recent reporting period.

A number of other large investors also recently made changes to their positions in AGG. Farmers & Merchants Investments Inc. acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 3rd quarter worth $8,772,000. Basso Capital Management L.P. purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 3rd quarter worth $1,009,000. Chicago Partners Investment Group LLC purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 3rd quarter worth $8,636,000. Iowa State Bank purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 3rd quarter worth $1,636,000. Finally, Montecito Bank & Trust acquired a new position in iShares Core U.S. Aggregate Bond ETF in the third quarter valued at $14,385,000. Hedge funds and other institutional investors own 83.63% of the company’s stock.

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

AGG stock opened at $96.62 on Friday. The stock has a 50-day moving average price of $95.73 and a two-hundred day moving average price of $98.18. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $93.83 and a 12-month high of $101.46. The company has a market cap of $139.13 billion, a PE ratio of 124.57 and a beta of 0.26.

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.