Keel Point LLC Has $49.21 Million Stake in iShares Core U.S. Aggregate Bond ETF $AGG

Keel Point LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 6.9% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 492,711 shares of the company’s stock after acquiring an additional 31,713 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up 3.0% of Keel Point LLC’s investment portfolio, making the stock its 5th largest position. Keel Point LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $49,212,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Wescott Financial Advisory Group LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 5.5% during the 4th quarter. Wescott Financial Advisory Group LLC now owns 106,819 shares of the company’s stock worth $10,669,000 after acquiring an additional 5,548 shares during the period. Stirlingshire Investments Inc. bought a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth $1,377,000. Harpswell Capital Advisors LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1,744.6% during the 4th quarter. Harpswell Capital Advisors LLC now owns 73,970 shares of the company’s stock worth $7,388,000 after acquiring an additional 69,960 shares during the period. Atlanta Consulting Group Advisors LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 9.4% during the 4th quarter. Atlanta Consulting Group Advisors LLC now owns 4,601 shares of the company’s stock worth $460,000 after acquiring an additional 394 shares during the period. Finally, Fund Evaluation Group LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 59.2% during the 4th quarter. Fund Evaluation Group LLC now owns 300,744 shares of the company’s stock worth $30,038,000 after acquiring an additional 111,823 shares during the period. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

AGG stock opened at $98.88 on Friday. The company has a market capitalization of $135.10 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $97.51 and a fifty-two week high of $101.46. The stock has a fifty day moving average of $98.94 and a 200-day moving average of $99.69.

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.