James J. Burns & Company LLC Grows Stock Position in iShares Core U.S. Aggregate Bond ETF $AGG

James J. Burns & Company LLC boosted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 48.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 255,659 shares of the company’s stock after acquiring an additional 83,018 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for approximately 3.5% of James J. Burns & Company LLC’s portfolio, making the stock its 6th largest holding. James J. Burns & Company LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $25,535,000 at the end of the most recent reporting period.

A number of other institutional investors have also added to or reduced their stakes in the company. Rothschild Investment LLC increased its stake in iShares Core U.S. Aggregate Bond ETF by 4.4% in the third quarter. Rothschild Investment LLC now owns 2,441 shares of the company’s stock valued at $245,000 after acquiring an additional 102 shares during the last quarter. Woodside Wealth Management LLC boosted its position in iShares Core U.S. Aggregate Bond ETF by 1.7% during the third quarter. Woodside Wealth Management LLC now owns 6,241 shares of the company’s stock valued at $626,000 after buying an additional 104 shares during the period. Realta Investment Advisors grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 0.9% during the third quarter. Realta Investment Advisors now owns 11,327 shares of the company’s stock valued at $1,135,000 after buying an additional 105 shares during the last quarter. Pathway Financial Advisors LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 0.8% during the third quarter. Pathway Financial Advisors LLC now owns 14,255 shares of the company’s stock valued at $1,429,000 after buying an additional 109 shares during the last quarter. Finally, Stephens Consulting LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 9.4% during the fourth quarter. Stephens Consulting LLC now owns 1,288 shares of the company’s stock valued at $129,000 after buying an additional 111 shares during the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA:AGG opened at $99.32 on Monday. The stock’s 50-day moving average price is $99.92 and its 200-day moving average price is $100.15. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $96.15 and a 12-month high of $101.46. The stock has a market capitalization of $135.51 billion, a P/E ratio of 124.57 and a beta of 0.27.

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.