Captrust Financial Advisors boosted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 15.2% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 5,207,707 shares of the company’s stock after purchasing an additional 688,188 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for about 1.6% of Captrust Financial Advisors’ portfolio, making the stock its 11th biggest holding. Captrust Financial Advisors owned about 0.43% of iShares Core U.S. Aggregate Bond ETF worth $527,385,000 at the end of the most recent reporting period.
Several other large investors have also recently bought and sold shares of the company. State of Michigan Retirement System bought a new position in iShares Core U.S. Aggregate Bond ETF in the 2nd quarter valued at approximately $498,454,000. Envestnet Asset Management Inc. increased its position in iShares Core U.S. Aggregate Bond ETF by 11.8% in the 2nd quarter. Envestnet Asset Management Inc. now owns 44,077,554 shares of the company’s stock valued at $4,278,608,000 after acquiring an additional 4,641,016 shares during the period. US Bancorp DE raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 11.1% during the third quarter. US Bancorp DE now owns 37,260,740 shares of the company’s stock valued at $3,697,061,000 after acquiring an additional 3,717,053 shares during the last quarter. Raymond James & Associates lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 4.0% during the second quarter. Raymond James & Associates now owns 68,688,883 shares of the company’s stock worth $6,667,630,000 after purchasing an additional 2,640,524 shares during the period. Finally, International Assets Investment Management LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 12,022.8% during the third quarter. International Assets Investment Management LLC now owns 2,413,532 shares of the company’s stock worth $244,418,000 after purchasing an additional 2,393,623 shares during the period. 83.63% of the stock is currently owned by institutional investors.
iShares Core U.S. Aggregate Bond ETF Stock Performance
NYSEARCA AGG opened at $98.81 on Friday. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $94.85 and a twelve month high of $102.04. The stock has a fifty day simple moving average of $99.15 and a 200 day simple moving average of $98.80.
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.
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