Sumitomo Mitsui Financial Group Inc. Increases Stake in iShares Core U.S. Aggregate Bond ETF $AGG

Sumitomo Mitsui Financial Group Inc. increased its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 2.7% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 1,351,604 shares of the company’s stock after purchasing an additional 35,169 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up about 2.4% of Sumitomo Mitsui Financial Group Inc.’s investment portfolio, making the stock its 5th largest position. Sumitomo Mitsui Financial Group Inc. owned about 0.10% of iShares Core U.S. Aggregate Bond ETF worth $134,998,000 at the end of the most recent quarter.

Other large investors also recently bought and sold shares of the company. Blueline Advisors LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF in the fourth quarter worth $25,000. Cresta Advisors Ltd. bought a new stake in iShares Core U.S. Aggregate Bond ETF in the fourth quarter worth $25,000. Valley National Advisers Inc. increased its position in iShares Core U.S. Aggregate Bond ETF by 339.0% in the fourth quarter. Valley National Advisers Inc. now owns 259 shares of the company’s stock worth $25,000 after purchasing an additional 200 shares during the last quarter. First Command Advisory Services Inc. increased its position in iShares Core U.S. Aggregate Bond ETF by 321.2% in the fourth quarter. First Command Advisory Services Inc. now owns 278 shares of the company’s stock worth $28,000 after purchasing an additional 212 shares during the last quarter. Finally, Wiser Advisor Group LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF in the third quarter worth $29,000. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of AGG opened at $98.88 on Friday. The company’s fifty day moving average is $98.94 and its 200 day moving average is $99.69. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $97.51 and a fifty-two week high of $101.46. The stock has a market capitalization of $135.10 billion, a PE ratio of 124.57 and a beta of 0.25.

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.