Affiance Financial LLC Grows Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Affiance Financial LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 13.1% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 652,521 shares of the company’s stock after buying an additional 75,726 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for about 15.0% of Affiance Financial LLC’s investment portfolio, making the stock its 2nd largest position. Affiance Financial LLC owned about 0.05% of iShares Core U.S. Aggregate Bond ETF worth $64,547,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also recently modified their holdings of AGG. Barclays PLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 53,507.4% in the third quarter. Barclays PLC now owns 43,422 shares of the company’s stock valued at $4,398,000 after purchasing an additional 43,341 shares in the last quarter. Brighton Jones LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 238.0% in the fourth quarter. Brighton Jones LLC now owns 9,984 shares of the company’s stock valued at $967,000 after purchasing an additional 7,030 shares in the last quarter. Revolve Wealth Partners LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 50.0% in the fourth quarter. Revolve Wealth Partners LLC now owns 9,127 shares of the company’s stock valued at $884,000 after purchasing an additional 3,044 shares in the last quarter. DAVENPORT & Co LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 6.9% in the fourth quarter. DAVENPORT & Co LLC now owns 32,237 shares of the company’s stock valued at $3,124,000 after purchasing an additional 2,087 shares in the last quarter. Finally, U.S. Capital Wealth Advisors LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 21.1% in the fourth quarter. U.S. Capital Wealth Advisors LLC now owns 8,660 shares of the company’s stock valued at $839,000 after purchasing an additional 1,507 shares in the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

AGG stock opened at $97.52 on Tuesday. The firm has a fifty day moving average price of $97.93 and a 200 day moving average price of $97.83. The firm has a market cap of $122.88 billion, a PE ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $95.74 and a fifty-two week high of $102.04.

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.