Grant GrossMendelsohn LLC Has $3.73 Million Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Grant GrossMendelsohn LLC decreased its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 16.8% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 37,699 shares of the company’s stock after selling 7,601 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up 2.1% of Grant GrossMendelsohn LLC’s investment portfolio, making the stock its 8th biggest holding. Grant GrossMendelsohn LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $3,726,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. ARK & TLK Investments LLC increased its position in iShares Core U.S. Aggregate Bond ETF by 10.4% in the 1st quarter. ARK & TLK Investments LLC now owns 6,161 shares of the company’s stock valued at $609,000 after buying an additional 580 shares in the last quarter. Beirne Wealth Consulting Services LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.1% during the first quarter. Beirne Wealth Consulting Services LLC now owns 461,574 shares of the company’s stock valued at $45,661,000 after purchasing an additional 4,842 shares in the last quarter. Quest 10 Wealth Builders Inc. increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 5.4% during the first quarter. Quest 10 Wealth Builders Inc. now owns 11,920 shares of the company’s stock valued at $1,181,000 after acquiring an additional 608 shares during the last quarter. Omega Financial Group LLC grew its position in iShares Core U.S. Aggregate Bond ETF by 5.1% during the first quarter. Omega Financial Group LLC now owns 168,444 shares of the company’s stock valued at $16,662,000 after buying an additional 8,185 shares during the period. Finally, Gateway Wealth Partners LLC grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 18.9% during the 1st quarter. Gateway Wealth Partners LLC now owns 5,512 shares of the company’s stock valued at $545,000 after acquiring an additional 878 shares during the period. 83.63% of the stock is owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of AGG opened at $98.05 on Friday. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $95.74 and a 1 year high of $102.04. The stock’s fifty day moving average price is $97.95 and its two-hundred day moving average price is $97.84. The firm has a market cap of $127.91 billion, a PE ratio of 124.57 and a beta of 0.12.

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.