Royal Harbor Partners LLC Boosts Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Royal Harbor Partners LLC increased its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGGFree Report) by 4.2% in the 4th quarter, Holdings Channel reports. The firm owned 41,236 shares of the company’s stock after buying an additional 1,645 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up 1.5% of Royal Harbor Partners LLC’s holdings, making the stock its 18th biggest holding. Royal Harbor Partners LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $3,996,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also made changes to their positions in the company. Crescent Grove Advisors LLC raised its stake in iShares Core U.S. Aggregate Bond ETF by 4.4% during the 3rd quarter. Crescent Grove Advisors LLC now owns 5,104 shares of the company’s stock valued at $517,000 after acquiring an additional 213 shares during the last quarter. Tobias Financial Advisors Inc. grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 0.5% in the 3rd quarter. Tobias Financial Advisors Inc. now owns 48,455 shares of the company’s stock worth $4,907,000 after acquiring an additional 258 shares during the period. Balentine LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 86.4% in the 3rd quarter. Balentine LLC now owns 4,580,986 shares of the company’s stock worth $463,916,000 after acquiring an additional 2,123,395 shares during the period. Long Run Wealth Advisors LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 163.0% in the 3rd quarter. Long Run Wealth Advisors LLC now owns 53,633 shares of the company’s stock worth $5,431,000 after acquiring an additional 33,244 shares during the period. Finally, Beacon Financial Advisory LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 34.8% in the 3rd quarter. Beacon Financial Advisory LLC now owns 4,626 shares of the company’s stock worth $468,000 after acquiring an additional 1,195 shares during the period. 83.63% of the stock is owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA:AGG opened at $98.57 on Thursday. The business’s fifty day moving average price is $97.36 and its two-hundred day moving average price is $98.69. The stock has a market cap of $124.20 billion, a PE ratio of 125.24 and a beta of 0.20. iShares Core U.S. Aggregate Bond ETF has a one year low of $94.85 and a one year high of $102.04.

About iShares Core U.S. Aggregate Bond ETF

(Free Report)

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.

Further Reading

Want to see what other hedge funds are holding AGG? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGGFree Report).

Institutional Ownership by Quarter for iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

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