iShares Core U.S. Aggregate Bond ETF $AGG Stake Raised by Focus Partners Wealth

Focus Partners Wealth increased its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 16.4% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,105,559 shares of the company’s stock after buying an additional 155,796 shares during the quarter. Focus Partners Wealth owned about 0.08% of iShares Core U.S. Aggregate Bond ETF worth $110,913,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. Fort Point Capital Partners LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 5.3% during the third quarter. Fort Point Capital Partners LLC now owns 410,627 shares of the company’s stock valued at $41,165,000 after purchasing an additional 20,513 shares during the period. Delos Wealth Advisors LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 10.1% in the third quarter. Delos Wealth Advisors LLC now owns 27,194 shares of the company’s stock worth $2,726,000 after purchasing an additional 2,500 shares during the period. Destination Wealth Management lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 5.4% in the third quarter. Destination Wealth Management now owns 1,538,979 shares of the company’s stock worth $154,283,000 after purchasing an additional 79,110 shares during the period. Elevation Point Wealth Partners LLC grew its position in iShares Core U.S. Aggregate Bond ETF by 2,446.1% in the 3rd quarter. Elevation Point Wealth Partners LLC now owns 120,762 shares of the company’s stock valued at $12,106,000 after buying an additional 116,019 shares in the last quarter. Finally, Common Fund For Nonprofit Organizations increased its stake in iShares Core U.S. Aggregate Bond ETF by 37.8% during the 3rd quarter. Common Fund For Nonprofit Organizations now owns 408,843 shares of the company’s stock valued at $40,986,000 after buying an additional 112,111 shares during the period. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Trading Down 0.1%

AGG stock opened at $99.21 on Monday. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $96.15 and a 52 week high of $101.46. The company has a market capitalization of $137.11 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. The firm’s 50-day moving average is $100.30 and its two-hundred day moving average is $100.28.

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.