Burke & Herbert Bank & Trust Co. Increases Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Burke & Herbert Bank & Trust Co. lifted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 7.7% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 63,520 shares of the company’s stock after purchasing an additional 4,515 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises 1.5% of Burke & Herbert Bank & Trust Co.’s holdings, making the stock its 15th largest position. Burke & Herbert Bank & Trust Co.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $6,433,000 at the end of the most recent quarter.

Several other institutional investors have also recently modified their holdings of the company. Vawter Financial Ltd. raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 0.9% in the second quarter. Vawter Financial Ltd. now owns 11,001 shares of the company’s stock worth $1,068,000 after purchasing an additional 100 shares during the last quarter. Evergreen Capital Management LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 0.6% in the second quarter. Evergreen Capital Management LLC now owns 16,518 shares of the company’s stock valued at $1,603,000 after buying an additional 105 shares in the last quarter. Bank Hapoalim BM boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.2% in the second quarter. Bank Hapoalim BM now owns 8,782 shares of the company’s stock worth $852,000 after acquiring an additional 106 shares during the last quarter. Ruedi Wealth Management Inc. boosted its stake in iShares Core U.S. Aggregate Bond ETF by 44.8% during the first quarter. Ruedi Wealth Management Inc. now owns 346 shares of the company’s stock worth $34,000 after buying an additional 107 shares during the last quarter. Finally, Cambridge Advisors Inc. boosted its stake in iShares Core U.S. Aggregate Bond ETF by 1.7% during the second quarter. Cambridge Advisors Inc. now owns 6,458 shares of the company’s stock worth $627,000 after buying an additional 108 shares during the last quarter. 83.63% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of iShares Core U.S. Aggregate Bond ETF stock traded up $0.15 during trading hours on Friday, hitting $98.94. The company’s stock had a trading volume of 378,760 shares, compared to its average volume of 7,929,595. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $92.11 and a twelve month high of $102.04. The firm has a fifty day moving average of $100.57 and a 200-day moving average of $98.39.

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.