iShares Core U.S. Aggregate Bond ETF $AGG Shares Bought by Clearstead Advisors LLC

Clearstead Advisors LLC increased its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 22.2% in the fourth quarter, Holdings Channel reports. The firm owned 217,140 shares of the company’s stock after purchasing an additional 39,415 shares during the period. Clearstead Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $21,688,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently bought and sold shares of the stock. Raymond James Financial Inc. boosted its stake in iShares Core U.S. Aggregate Bond ETF by 2.5% in the 3rd quarter. Raymond James Financial Inc. now owns 79,246,704 shares of the company’s stock worth $7,944,482,000 after purchasing an additional 1,911,414 shares in the last quarter. Bank of America Corp DE lifted its stake in iShares Core U.S. Aggregate Bond ETF by 5.5% during the 3rd quarter. Bank of America Corp DE now owns 46,326,160 shares of the company’s stock valued at $4,644,198,000 after acquiring an additional 2,423,410 shares during the period. US Bancorp DE lifted its stake in iShares Core U.S. Aggregate Bond ETF by 1.2% during the 4th quarter. US Bancorp DE now owns 42,844,111 shares of the company’s stock valued at $4,279,296,000 after acquiring an additional 489,837 shares during the period. Mercer Global Advisors Inc. ADV lifted its stake in iShares Core U.S. Aggregate Bond ETF by 17.5% during the 3rd quarter. Mercer Global Advisors Inc. ADV now owns 33,227,135 shares of the company’s stock valued at $3,331,020,000 after acquiring an additional 4,942,715 shares during the period. Finally, Betterment LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF by 6.5% during the 3rd quarter. Betterment LLC now owns 24,568,480 shares of the company’s stock valued at $2,462,990,000 after acquiring an additional 1,500,630 shares during the period. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA AGG opened at $98.44 on Monday. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $97.08 and a 12 month high of $101.46. The company has a 50 day simple moving average of $99.09 and a two-hundred day simple moving average of $99.84. The stock has a market cap of $134.50 billion, a price-to-earnings ratio of 124.57 and a beta of 0.26.

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.