iShares Core U.S. Aggregate Bond ETF $AGG Shares Acquired by Aspen Wealth Management LLC

Aspen Wealth Management LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 236.0% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 123,830 shares of the company’s stock after acquiring an additional 86,972 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for about 1.9% of Aspen Wealth Management LLC’s investment portfolio, making the stock its 11th largest position. Aspen Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $11,707,000 as of its most recent filing with the SEC.

A number of other institutional investors have also made changes to their positions in AGG. Bank of America Corp DE lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 29.6% in the 1st quarter. Bank of America Corp DE now owns 69,660,482 shares of the company’s stock worth $6,915,196,000 after purchasing an additional 15,923,080 shares during the last quarter. WealthNavi Inc. boosted its position in iShares Core U.S. Aggregate Bond ETF by 3.2% during the first quarter. WealthNavi Inc. now owns 11,513,352 shares of the company’s stock worth $1,142,930,000 after purchasing an additional 354,238 shares during the period. PNC Financial Services Group Inc. boosted its position in iShares Core U.S. Aggregate Bond ETF by 4.6% during the first quarter. PNC Financial Services Group Inc. now owns 10,336,251 shares of the company’s stock worth $1,026,080,000 after purchasing an additional 451,566 shares during the period. Royal Bank of Canada grew its holdings in iShares Core U.S. Aggregate Bond ETF by 39.2% during the first quarter. Royal Bank of Canada now owns 6,744,642 shares of the company’s stock valued at $669,542,000 after purchasing an additional 1,898,484 shares during the last quarter. Finally, Bank of New York Mellon Corp grew its holdings in iShares Core U.S. Aggregate Bond ETF by 12.7% during the first quarter. Bank of New York Mellon Corp now owns 6,649,043 shares of the company’s stock valued at $660,051,000 after purchasing an additional 750,257 shares during the last quarter. 83.63% of the stock is owned by institutional investors.

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

AGG stock traded down $0.06 during midday trading on Wednesday, hitting $94.65. 7,667,237 shares of the company traded hands, compared to its average volume of 9,501,922. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $93.83 and a twelve month high of $101.46. The stock has a market capitalization of $137.23 billion, a price-to-earnings ratio of 124.57 and a beta of 0.26. The business has a 50 day simple moving average of $96.30 and a 200-day simple moving average of $97.83.

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.