iShares Core U.S. Aggregate Bond ETF $AGG is Joel Adams & Associates Inc.’s 2nd Largest Position

Joel Adams & Associates Inc. raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 3.9% in the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 169,319 shares of the company’s stock after acquiring an additional 6,368 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up about 14.9% of Joel Adams & Associates Inc.’s investment portfolio, making the stock its 2nd largest position. Joel Adams & Associates Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $16,796,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the business. Jones Financial Companies Lllp grew its position in iShares Core U.S. Aggregate Bond ETF by 7.5% during the first quarter. Jones Financial Companies Lllp now owns 138,625,924 shares of the company’s stock worth $13,686,743,000 after buying an additional 9,678,339 shares in the last quarter. Raymond James Financial Inc. grew its position in iShares Core U.S. Aggregate Bond ETF by 4.4% during the first quarter. Raymond James Financial Inc. now owns 81,294,683 shares of the company’s stock worth $8,041,669,000 after buying an additional 3,421,606 shares in the last quarter. US Bancorp DE grew its position in iShares Core U.S. Aggregate Bond ETF by 29.1% during the second quarter. US Bancorp DE now owns 43,988,044 shares of the company’s stock worth $4,363,640,000 after buying an additional 9,922,958 shares in the last quarter. Betterment LLC grew its position in iShares Core U.S. Aggregate Bond ETF by 10.0% during the first quarter. Betterment LLC now owns 21,876,462 shares of the company’s stock worth $2,164,020,000 after buying an additional 1,983,074 shares in the last quarter. Finally, Goldman Sachs Group Inc. grew its position in iShares Core U.S. Aggregate Bond ETF by 13.9% during the first quarter. Goldman Sachs Group Inc. now owns 21,095,135 shares of the company’s stock worth $2,086,731,000 after buying an additional 2,567,446 shares in the last quarter. 83.63% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.4%

iShares Core U.S. Aggregate Bond ETF stock opened at $100.43 on Monday. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $95.74 and a 52 week high of $101.02. The business has a 50-day simple moving average of $99.76 and a 200 day simple moving average of $98.68. The stock has a market cap of $132.75 billion, a price-to-earnings ratio of 124.57 and a beta of 0.12.

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.