iShares Core U.S. Aggregate Bond ETF $AGG Position Increased by Welch & Forbes LLC

Welch & Forbes LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 31.7% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 55,803 shares of the company’s stock after buying an additional 13,426 shares during the quarter. Welch & Forbes LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $5,276,000 as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in the business. Liquid Strategies LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1.2% during the third quarter. Liquid Strategies LLC now owns 491,500 shares of the company’s stock valued at $46,466,000 after purchasing an additional 5,991 shares during the last quarter. Gryphon Financial Partners LLC increased its stake in iShares Core U.S. Aggregate Bond ETF by 7.8% in the 3rd quarter. Gryphon Financial Partners LLC now owns 38,262 shares of the company’s stock worth $3,617,000 after purchasing an additional 2,759 shares in the last quarter. Simplex Trading LLC purchased a new position in iShares Core U.S. Aggregate Bond ETF in the 3rd quarter worth about $807,000. AlphaCore Capital LLC raised its holdings in iShares Core U.S. Aggregate Bond ETF by 604.4% during the 3rd quarter. AlphaCore Capital LLC now owns 2,860 shares of the company’s stock worth $270,000 after buying an additional 2,454 shares during the period. Finally, Leuthold Group LLC acquired a new stake in iShares Core U.S. Aggregate Bond ETF during the 3rd quarter worth about $3,452,000. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.0%

AGG stock opened at $96.58 on Tuesday. iShares Core U.S. Aggregate Bond ETF has a one year low of $93.83 and a one year high of $101.46. The firm has a market capitalization of $139.20 billion, a PE ratio of 124.57 and a beta of 0.26. The firm has a 50-day moving average of $95.69 and a two-hundred day moving average of $98.15.

About iShares Core U.S. Aggregate Bond ETF

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.