iShares Core U.S. Aggregate Bond ETF $AGG is Optas LLC’s 8th Largest Position

Optas LLC boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 101.9% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 206,072 shares of the company’s stock after purchasing an additional 104,001 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up 3.1% of Optas LLC’s holdings, making the stock its 8th largest position. Optas LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $20,457,000 as of its most recent SEC filing.

Other institutional investors also recently bought and sold shares of the company. Kampmann Melissa S. raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.0% during the 4th quarter. Kampmann Melissa S. now owns 10,508 shares of the company’s stock worth $1,051,000 after buying an additional 100 shares during the period. Verus Wealth Management LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF by 1.3% in the 1st quarter. Verus Wealth Management LLC now owns 8,057 shares of the company’s stock worth $800,000 after acquiring an additional 106 shares in the last quarter. Stephens Consulting LLC raised its position in 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 worth $129,000 after acquiring an additional 111 shares during the period. Hoge Financial Services LLC raised its position in iShares Core U.S. Aggregate Bond ETF by 1.3% during the fourth quarter. Hoge Financial Services LLC now owns 8,521 shares of the company’s stock worth $851,000 after acquiring an additional 111 shares during the period. Finally, Retirement Planning Group LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 1.7% during the fourth quarter. Retirement Planning Group LLC now owns 6,640 shares of the company’s stock valued at $663,000 after purchasing an additional 114 shares in the last quarter. 83.63% of the stock is owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.1%

Shares of NYSEARCA AGG opened at $98.61 on Friday. The company’s 50-day simple moving average is $98.78 and its 200-day simple moving average is $99.54. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $97.51 and a 52-week high of $101.46. The firm has a market cap of $138.36 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25.

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.