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 shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 14.5% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 50,027 shares of the company’s stock after purchasing an additional 6,345 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for approximately 0.6% of Ullmann Wealth Partners Group LLC’s investment portfolio, making the stock its 27th biggest holding. Ullmann Wealth Partners Group LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $4,963,000 at the end of the most recent quarter.

Several other hedge funds have also recently made changes to their positions in the company. Compass Ion Advisors LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 2.1% in the 2nd quarter. Compass Ion Advisors LLC now owns 36,145 shares of the company’s stock valued at $3,586,000 after acquiring an additional 744 shares during the period. Farther Finance Advisors LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 7.0% in the 2nd quarter. Farther Finance Advisors LLC now owns 218,741 shares of the company’s stock valued at $21,699,000 after acquiring an additional 14,232 shares during the period. Adirondack Trust Co. increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 9.3% in the 2nd quarter. Adirondack Trust Co. now owns 35,896 shares of the company’s stock valued at $3,561,000 after acquiring an additional 3,063 shares during the period. Walker Financial Services Inc. increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 5.8% in the 2nd quarter. Walker Financial Services Inc. now owns 457,781 shares of the company’s stock valued at $45,412,000 after acquiring an additional 25,257 shares during the period. Finally, Addis & Hill Inc increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.6% in the 2nd quarter. Addis & Hill Inc now owns 94,971 shares of the company’s stock valued at $9,421,000 after acquiring an additional 1,483 shares during the period. 83.63% of the stock is owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Price Performance

NYSEARCA AGG opened at $100.29 on Friday. The stock’s fifty day moving average price is $99.22 and its 200 day moving average price is $98.50. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $95.74 and a 1 year high of $101.65. The company has a market cap of $130.13 billion, a price-to-earnings ratio of 124.57 and a beta of 0.12.

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.