Joel Adams & Associates Inc. Takes $14.58 Million Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Joel Adams & Associates Inc. acquired a new position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 150,439 shares of the company’s stock, valued at approximately $14,578,000. iShares Core U.S. Aggregate Bond ETF makes up approximately 13.2% of Joel Adams & Associates Inc.’s holdings, making the stock its 2nd biggest holding.

Other large investors have also recently added to or reduced their stakes in the company. US Bancorp DE increased its stake in iShares Core U.S. Aggregate Bond ETF by 11.1% during the 3rd quarter. US Bancorp DE now owns 37,260,740 shares of the company’s stock valued at $3,697,061,000 after buying an additional 3,717,053 shares during the period. Wealth Enhancement Advisory Services LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF by 1.8% during the 4th 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 in the last quarter. WealthNavi Inc. increased 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 valued at $998,793,000 after purchasing an additional 232,340 shares during the period. United Services Automobile Association raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 105.8% in the 3rd quarter. United Services Automobile Association now owns 9,129,161 shares of the company’s stock worth $924,510,000 after buying an additional 4,694,299 shares in the last quarter. Finally, FMR LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 20.4% in the third quarter. FMR LLC now owns 9,092,454 shares of the company’s stock valued at $920,793,000 after buying an additional 1,540,422 shares during the period. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Stock Down 0.4 %

NYSEARCA:AGG opened at $97.31 on Wednesday. The business’s 50-day moving average price is $97.11 and its 200 day moving average price is $98.78. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $94.85 and a 52-week high of $102.04.

About iShares Core U.S. Aggregate Bond ETF

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.