Stonegate Investment Group LLC Has $5.50 Million Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Stonegate Investment Group LLC increased its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 9.3% in the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 56,750 shares of the company’s stock after purchasing an additional 4,850 shares during the quarter. Stonegate Investment Group LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $5,499,000 at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in AGG. Raymond James & Associates boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 3.5% during the 3rd quarter. Raymond James & Associates now owns 71,065,150 shares of the company’s stock worth $7,196,768,000 after buying an additional 2,376,267 shares during the period. US Bancorp DE boosted its holdings in 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 period. Wealth Enhancement Advisory Services LLC grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.8% in the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 13,048,808 shares of the company’s stock valued at $1,321,453,000 after purchasing an additional 230,711 shares during the last quarter. First Citizens Bank & Trust Co. increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 8.6% in the third quarter. First Citizens Bank & Trust Co. now owns 10,322,474 shares of the company’s stock worth $1,045,357,000 after purchasing an additional 820,373 shares during the period. Finally, WealthNavi Inc. lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 2.4% during the 3rd quarter. WealthNavi Inc. now owns 9,862,677 shares of the company’s stock worth $998,793,000 after purchasing an additional 232,340 shares during the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.6 %

AGG opened at $97.55 on Tuesday. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $94.85 and a 12-month high of $102.04. The stock’s 50 day moving average price is $97.50 and its two-hundred day moving average price is $98.90.

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.